RGS Management is founded on the belief that personal understanding of your business management and systems needs is at the cornerstone of our efforts. As such, we offer a variety of capabilities because of our vast experience and networking. Within our network of resources are companies of all sizes and individuals with highly qualified, and skilled technical and business backgrounds. When it comes to our business, we offer our customers a powerful resource and a recipe for total satisfaction. Listed below is a brief list of services we offer our clients. Please contact us for more info.

Marketing and Sales Services

Whether you're just starting a company or you've been established, RGS Management can provide you with business planning, marketing and business development expertise. The following list provides several examples. For a more complete listing of our business solutions, see our Business Solutions page.

  • Marketing
    • Marketing programs
    • Demand generation programs
  • Sales
    • Sales tools and collateral including sales playbooks and sales battlecards
    • Sales management software applications
  • Business development and alliances
    • OEM and reseller relationships
    • Joint marketing programs
    • Business acquisition and merger/acquisition
  • Business planning
    • Business plan preparation and review
    • Venture capital sourcing and investment

Wealth Management

Wealth Management design and configuration, including development of:

  • Customer Relationship Management (CRM) systems, components and databases, including, ACT, Goldmine and Bill Goods
  • Customized Customer Portals to view reports, performance and holdings
  • Advisor-side management platform that segments customer information by customer type, product purchases, demographics, geography, psychographics and behavior.
  • All with compliance built in to meet the needs of current and expected regulatory rules and programs


Business Software and Hardware Services

Whether large company or small, we have done it! Here are a few examples. For a more complete listing of technology services and solutions, see our Technology Solutions page.

  • Complete systems, software and networking set up, installation, provisioning and configuration
  • Software training and use
    • Accounting: Quicken and Quick Books
    • Operating Systems
    • Networking hardware and software
    • Email
    • Web services
    • Database
    • Security