InvestorFlow™ provides clients with dedicated support services and training. Our team will support you through every stage of the customization and data migration processes and provide you with high quality training and on-going support. All of this ensures that you can efficiently and effectively develop your client relationships, target your prospects, and enhance your sales and investor relations processes without having to manage the challenges of also maintaining a cumbersome software implementation.
InvestorFlow™ is dedicated to providing a high level of customer service and support. Our dedicated Services & Support group has investment management industry experience and uses this knowledge to offer a structured approach to InvestorFlow™ rollout, maintenance, and customer service.
InvestorFlow™ provides clients with the following support services:
- Workflow analysis
- Data conversion
- Training (available on-site or via web-based sessions)
- Report creation and customization
- Client specific software modifications
- Technical/customer support