Accordo is a full-service, solutions-oriented consultancy to broker-dealers, registered investment advisors, banks and asset management firms. We assist clients in the areas of strategy, risk management, regulatory compliance, operations, internal audit, technology and cyber security. Our products and proprietary engagement framework help create business value, streamline support functions, manage regulatory risks and transform operations to drive competitive advantage and profitability.
Our diverse team of consultants and industry professionals will advise on industry best practices and provide meaningful insights to help execute on your strategy and transform your business.


 Practice Areas

 
 
 
 
 


OneSuite™

Advisory Services Suite

OneBoard™

Compliance Program Dashboard

OneStream™

Insights on Regulatory Changes





We Take Data Security Seriously

Accordo has secure IT infrastructure to protect our company and client information, with redundancies to ensure continuity and recovery in the event of a disaster or significant business disruption. Accordo carries comprehensive insurance, including cybersecurity and other critical business insurances.