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IMPLEMENTATION AND TRAINING SERVICES


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. And with uploading capabilities built within the software suite, data migration is fast and error free.

  • End-users are not forced to compromise time with their computers and lose productivity hours – not to mention unexpected computer “glitches” that can occur during software upgrades
  • Minimal time spent on migrating data from old systems onto the GFS platform

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




    Flexible Training

    Global Fund Solutions offers comprehensive end-user training for our clients. We know that each of our clients’ needs are different with offices and end-users around the globe. For this reason, we maintain highly flexible training options and training schedules to promise that each end-user is comfortable with all modules available in our suite. Our clients receive:

  • In-person demonstration and guidance by our team of experts
  • Phone tutorials and software walk-through led by our team of experts
  • Comprehensive Tutorial CD

    We believe that you cannot fully maximize performance – nor enjoy achieving back-office simplicity – without an all-inclusive comprehension of Global Fund Solutions. Throughout our partnership, we remain committed to providing additional software training, back-office management recommendations, and updated industry information as your needs adapt to the changing financial environment and as your business grows.

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