Platform Advisors


Technology + ERP implementation

Empowering your organization to run better with a customized, fully implemented ERP system that can grow with you.

Human-centered wealth management

Platform Wealth Management Advisors is a team of seasoned industry experts who love the art meets science of wealth management.

Reyes Florez

CEO, Location
(510) 333-4598

Reyes “grew-up” in his father’s boutique CPA firm where he developed a love for small business and client services. Between two different s

Natalee Harris

Managing Partner / Director Salt Lake City, UT
(510) 333-4598

Natalee is Platform’s resident tax and accounting expert overseeing training, development and compliance for the entire firm. She started her career at a big firm, o,

Real-world ERP design and implementation done right.

Growing quickly?

Limited by your current software?

Wanting to get to the next level?

No visibility into valuable data to optimize your business?

Wish your processes were integrated?

Looking to do this the right way?

With decades of experience designing for small to mid-size manufacturing, distribution and construction companies, we’re your go-to ERP partner for implementation and support that takes into consideration your unique needs and individual goals.

Platform Technology Advisors is here to transform those problems with a best-in-class, industry-specific solution and hands-on team. Invest in your future now with a name you already trust.

Your vision,
our expertise.

We’ve never had an implementation fail.

You have the vision for where you want your business to go, and we understand how to design a system that integrates, automates and standardizes the processes to get you there.

Together, we can ensure your ERP supports your productivity instead of slows it down, so you have the foundation in place to thrive and expand.

Human partners
by your side.

You’re never a number to us.

No queues, no call center, no we’ll get to you later.

We’re always here, ready to pick up the phone, and fully invested in getting your ERP system designed, implemented, optimized and supported.

We pride ourselves on our commitment to partnership.

You need someone who has been there, solved that.

Just ask any of our satisfied customers.

“We’ve never had a concern about whether a problem can be fixed or not. Platform consultants are top notch and very responsive. We’ve always been able to speak directly to a live person rather than sit on hold in a call tree or wait hours for someone to call back.”

Ryan Abbott (Controller)
General Production Service, Inc.

Platform Technology Advisors introduced us to things we didn’t know were possible, saving us time, energy and money. The next time software and IT challenges sound the alarm…they’ll be our first call.”

Linda Nash
North American Fire Hose Corporation

ERP architects with deep experience.

Platform Technology Advisors is a team of seasoned experts ready to make your business run better.

Ask more from your ERP today.

Tell us about your needs and we’ll share what Platform Technology Advisors can do for you.

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