Who We Are & What We Do
Advisory Platform Solutions started as a consulting firm specializing in solutions that addressed the unique challenges of the investment community. Shortly after our inception, we became known as the consulting firm that provided highly experienced, senior consultants "who could do the job right the first time." We continue to offer a full range of business, operational, and technical services, delivered by professionals experienced in both the business industry and in technology.
Whether charting a strategic direction or integrating existing technologies, improving marketing through analytics or any of our other services, you can reply upon APS to understand the drivers for strategy, customer satisfaction, tool, process, and platform adoption.
Our emphasis on systemic analysis and strategic perspective guides our selection of team members. Our technical expertise is grounded in a deep understanding of practical application in the industry.
In addition, APS maintains alliances with leading technology and service providers to assist our clients in crafting the best solutions given their objectives, current technology environment and budgetary constraints.
Meet Our Management Team
Philip Gow is the founder, Chief Executive Officer and President of Advisory Platform Solutions. Recognizing the industry’s growing need for the next generation of financial planning, retirement and spenddown services, and customer relationship management, Mr. Gow created Advisory Platform Solutions to fill this niche. Mr. Gow continues to spearhead the company’s strategic direction and formulate APS’ primary objectives.
Since APS' inception, Mr. Gow has developed a consortium of best of breed technology suppliers to facilitate the development and deployment of next generation advisory platforms. These platforms include integrated portfolio management, customer contact and financial planning applications, and information services that support the activities of brokers, financial advisors, financial planners and registered representatives.
Prior to founding APS, Mr. Gow established and led the Wealth Management and Financial Planning practice at American Management Systems (currently AMS-CGI). In this capacity, Mr. Gow and his staff supported leading banking, investment, and insurance companies in the delivery of wealth management and advisory services to their clients in the mass retail, mass affluent, high net worth, ultra high net worth and family office market segments. In conjunction with five other Financial Services Group Practice leaders, Mr. Gow co-managed a $100M+ portfolio of professional services engagements worldwide.
Mr. Gow's entrepreneurial experience includes successfully establishing and running two technology services firms, a portfolio management product endeavor, and a fundraising management system product. His professional experience includes functioning as a management consultant specializing in financial analysis and strategic formulation.
An acknowledged expert in the wealth and advisory arena, Mr. Gow routinely addresses industry conferences and contributes regularly to industry events and publications. In addition to his focus on wealth management, he contributes in the areas of client profiling, pricing, compensation, advisory tool usability and adoption. He holds an undergraduate degree from John Hopkins University and advanced degrees from both The Wharton School and Harvard University.
M Elizabeth Byam is the Chief Operating Officer for Advisory Platform Solutions. In this role, Ms. Byam oversees the daily operations of the business and manages human resources, industry alliances, practice development, client projects, and the quality of our delivery.
Ms. Byam joined APS in 2005 as Director, Project Management. In this role she assisted TIAA-CREF's development of their newly-formed Wealth Management Group and introduced program management to T Rowe Price’s account access rewrite project.
Ms. Byam has held director and managerial positions in multiple industries, including professional consultancies, financial services, energy, and high-tech manufacturing companies. She has extensive internal and external consulting experience with such firms as Security Pacific National Bank (Bank of America), TRW Credit (Equifax), Morgan Stanley, Intel Corporation, T Rowe Price, TIAA-CREF, Vanguard, Westinghouse, Fluor Corporation, Los Angeles County Superior Courts, Consolidated Gas, Refrigerated Transport, Unisys, Government Telecommunications Inc, TVA, and Transamerica.
Ms. Byam has experience in all phases of product development and project management life cycles. Her specialties include corporate and business strategic evaluations through SWOT analysis, effectiveness reviews, organizational analysis, and process investigation; all phases of risk management at the project, program, business, and enterprise levels; all aspects of build versus buy decisions; implementation planning and strategic pilot selection; contract negotiation, administration, and maintenance agreements; and contract closeout.
Ms. Byam holds her MBA from the Anderson Schools at the University of New Mexico and a PMP from the Project Management Institute.