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Services
Training
Training courses are offered on a variety of topics designed to help our clients improve efficiencies and system knowledge. Courses are designed for associates at all levels whether they are first time users to the system or are experienced and looking to take advantage of new functionality. Our knowledgeable Client Services team will educate your production staff on the functionality and performance potential of our software to maximize productivity and reduce operational risk. All of our instructors are experienced former fund administration professionals, so your employees get hands on training from people who know the ins and outs of your business.We offer over 20 training courses and will work with you to customize a curriculum based on your business needs. Courses run from full-day to multi-day sessions and can be held in your offices, in our offices or remotely via Web-ex.
Operational Consulting
Operational consulting services provide clients with a review of system utilization, workflow, and procedures. Clients receive a full report detailing issues and recommendations on the following topics:- Procedures, workflow, and controls
- Operations efficiency
- Identification of training requirements
- Use of existing functionality
- Suggested software customization