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Services Overview

CONSULTING SERVICES

Our Advisory team members have worked in the financial industry in various capacities and have used common industry software.

IMPLEMENTATION SERVICES

Global Fund Solutions' Implementation team works directly with all clients and users to ensure that complete and robust set-up of our software suite.

TRAINING SERVICES

Global Fund Solutions offers comprehensive end-user training and continual support for our clients.



CONSULTING SERVICES

Our Advisory team members have worked in the insurance and financial industry in various capacities and have used common industry software. They have lent their expertise and experience to Global Fund Solutions in order to drive a much needed change in the way industry firms manage data in a global environment. And since our team interacts directly with the R&D team, they understand system capabilities best and can translate technical know-how into effective client solutions.

Superb Knowledge

Our team's experience allows for each consultant to not only understand your current operations, but to anticipate future needs as well. For this reason, we provide solutions with confidence – whether it is maximizing your back-office productivity, effectively streamlining accounting practices, or how to best service your clients leveraging our reporting tools. Our highly diverse, respected, and dedicated industry talent enables us to be an even stronger partner with our clients.

Holistic Approach

The Advisory team works with each client individually to first assess business needs and then understand business goals. We work with our clients to assess and evaluate current operations in order ensure our recommendations result in a seamless and efficient migration plan. Identifying with our clients' mission and goals enable us to demonstrate the best uses of our software suite – this leads to saving time and money for end-users. This holistic approach has enabled Global Fund Solutions to provide a comprehensive solution – so back-office needs are met while keeping in mind front-office aspirations.



IMPLEMENTATION


Seamless and Simple Implementation

Global Fund Solutions' Implementation team works directly with all clients and users to ensure that complete and robust set-up of our software suite. With a team that has not only worked with a diverse clientele, but has also worked in the very same professions as our clientele, we have adopted best practices on implementation, data migration and operational efficiency maximization. Our team understands that in the financial industry – time is money – since we ourselves have been in our clients' shoes.
Since our solution is web-based, implementation of Global Fund Solutions has never been more simple and efficient for your firm.

Simple implementation coupled with a strong migration plan translates directly into increased productivity – leading to empowered end-users and satisfied investors.



TRAINING SERVICES

Global Fund Solutions offers comprehensive end-user training and continual support for our clients. We understand each clients' needs are different with multiple offices and end-users worldwide. For this reason, we maintain highly flexible training options and schedules to ensure that each end-user is comfortable with all aspects of our software.