CompuWork

BACKGROUND

Please describe your company and position.

I am the CCO/CAO of August Wealth Advisors, LLC

Describe what your company does in a single sentence.

RIA

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CompuWork to accomplish?

• Transitions
• Out IT partner

SOLUTION

How did you find CompuWork?

Referral

Why did you select CompuWork over others?

• High ratings
• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from CompuWork were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

As we transitioned to becoming an independent SEC-registered RIA, having the right IT partner was critical. Their team demonstrated a strong understanding of the technology, cybersecurity, and operational standards expected of SEC-regulated advisory firms.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The entire transition was carefully planned and executed exactly according to schedule. Most impressively, our systems were fully operational in less than 24 hours, allowing us to continue serving clients without disruption.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Yes

What was your primary form of communication with CompuWork?

Virtual Meeting

What did you find most impressive or unique about this company?

Their preparation, responsiveness, and familiarity with the regulatory environment RIAs operate in made a complex transition feel seamless. I would highly recommend them to any advisory firm considering a move to independence.

Are there any areas for improvement or something CompuWork could have done differently?

n/a