Clearstone Advisory Information

Clearstone Advisory is a financial services consulting practice. We work with banks, dealers, asset managers, and financial technology firms on the transformation programs that sit at the intersection of business process, regulation, and systems — where most programs fail, and where we deliver. We specialize in the work that lives between what the business needs, what the regulations require, and what the technology can hold: → Regulatory change programs — securities regulation, prudential oversight, AML/KYC, privacy, consumer protection → Platform and systems implementation — trading, portfolio management, dealer, CRM, and data integration platforms → Process engineering — current-state and future-state design, requirements traceability, enterprise architecture → AI and intelligent workflows — practical AI applied to financial services operations, governance-aware and domain-informed Three ways to engage: → Current-State Assessment — 2–4 weeks, fixed scope, fixed fee → Scoped Project Engagement — 4–16 weeks, milestone-based delivery → Senior Consulting Partnership — embedded domain specialists on your program What makes us different: the people on the discovery call are the people doing the work. We bring domain expertise across wealth management, asset management, banking, and regulatory programs — not generalists who need the business explained to them. We also build: FundMentor, our portfolio planning application, is one proof point. Toronto-based. Remote across North America. NDA-ready. Start a conversation → clearstoneadvisory.ca