What is an operations manual, you might ask? It is best described by comparison to a more familiar document, the business plan. The biggest difference between a business plan and an operations manual ...

When PFI Advisors is hired to perform an Operational Diagnostic of an RIA, one of the important components of our assessment is a review of the firm’s compliance manual to ensure it matches what is ...

The goal of every RIA operations professional is to add efficiency and scalability to their organization. Said differently, we want to find a way to serve more and more clients without our level of ...

Writing a company operations manual is an arduous, daunting task. I know that because I have participated in the task of writing quite a number of them. Many people who manage small businesses resist ...

Nimbl also offers its own Company Operations Manual (COM) aligned with IS-BAO standards, enabling operators to maintain compliance while eliminating the hassle of managing documentation themselves.