Shoreline is a specialist consultant firm providing advice and implementation services to the investment industry, including funds management, wealth management, superannuation, and life insurance. We focus on operations and IT and provide end-to-end services within the investment industry vertical, from strategic advice to project implementation. Our advice is practical and implementable – we consider the constraints of the organisation and the available service providers and systems available in the market.
Shoreline's consultants have well established track records and have gained exceptional reputations delivering consulting services to the investment and other industries. We have an office in Sydney Australia with a Melbourne office expected to open within the next 6 months.
Our consultants are industry experts with extensive hands-on experience gained as practitioners and through a broad range of consulting assignments
Our understanding of the industry from strategy to day-to-day operations gives us an advantage. We deliver pragmatic strategic advice that considers the constraints of implementation, and we leverage our understand of the “big picture” business imperatives to inform detailed implementation projects
We have in depth understanding of the investment industry, its value chain and associated operational processes, and the service providers and software vendors servicing the industry
We have no affiliation with service providers or vendors. We provide objective, unbiased advice and give our opinion even if it is not popular or curtails possible future fees
We maintain regular contact with the investment industry community, service providers and software vendors. We have an extensive knowledge base of client assignments, research and industry information
