Founded in 2016, IVIE Compliance Consulting Firm helps investment management organizations solve complex compliance, operational and technology challenges.
IVIE serves clients through a collaborative and hands-on consulting approach.
We believe the strongest solutions begin with understanding how people, processes, data, and technology work together. Our consultants engage with stakeholders across the organization to clarify objectives, document current conditions and develop practical solutions that can be successfully implemented and supported.
IVIE does more than identify what should change. We help clients move from analysis and recommendation through design, testing, implementation, and execution.
We work closely with our clients and become a trusted extension of their teams.
Our recommendations reflect the organization’s actual resources, priorities and operating environment.
Our system-agnostic approach allows us to focus on the client’s business requirements and long-term objectives.
We remain engaged throughout the initiative to help turn recommendations into sustainable results..
Founder and Principal Consultant
Kelly Dennis brings hands-on experience across investment compliance, operational workflows, compliance technology, system implementation and project execution.
Through IVIE, Kelly works with compliance, operations, technology, data and business stakeholders to help organizations assess challenges, improve processes and successfully execute complex initiatives.
Her approach combines specialized subject-matter expertise with practical project leadership and a commitment to creating a true partner experience for every client.