At MoneyPenny we assist firms in organizing their clients, team, and applications to provide the data and the time, to better service their clients. MoneyPenny assists in analyzing current procedures and developing new ones. We have checklists that are adaptable to any given situation or client and follow the theory of they should be set up and accessible on demand. The future world will be coders and craftspeople. Entering information after-the-fact is no longer profitable, but knowing how to respond to the data with actionable information can be a game changer. Let us help you get there.