Please contact us if you cannot find an answer to your question.
We have experience with ION XTP, FIS CD, FIA Docs and Broadridge
Yes, we have experience working with clients to identify and create the files they need. We can write files on request, or we can work with clients to ensure they have tested the new files and are ready to go-live when you are ready. The last thing you want to hear is you are ready to go-live but your clients won't sign off, hire us and we'll make sure that doesn't happen.
We help with the client side of the implementation. By hiring us, we'll help your employees understand how to use the new software to do their jobs. We'll manage some of the mundane jobs the vendor expects you to do such as balancing positions, cash, commissions and fees to your legacy system. The vendor is focused on their tasks for implementation, we are focused on your implementation tasks. We want to make sure your end of the project is successful.
Let us tailor a service package that meets your needs. Tell us a little about your business, and we will get back to you with some ideas as soon as possible.
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