Empowering Clients to Continuously Innovate

InvestorFlow’s managed services program empowers clients to capitalize on best practices generated from hundreds of clients and continuously innovate and accelerate your transformation. Through InvestorFlow’s managed services program, our clients are able to gain a dedicated team of industry and platform experts who act as an extension of your team, at the most competitive rates, often providing greater flexibility and a more predictable staffing and budgeting model.

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Why InvestorFlow Managed Services?

Expertise

Our 65+ advisory and technology professionals boast an average of 15+ years experience in technology solutions and 10+ years in private markets with more than 100 certifications across OpenAI, Salesforce, and Azure to bring expertise everyday to your organization.

    Balanced approach

    We prioritize sustained innovation with our customers, supporting their evolving needs as they grow and expand. Our managed services model offers a balanced team of consultants, developers, subject matter experts, alongside program managers and executive leadership.

      Predictability

      Managed Services allows our clients a predictable budget, dedicated resources and a single partner to execute against their innovation roadmap.

        Dedicated Team

      • Gain the benefits of an expert core team that understands your organization, business, and technology.
      • Day-to-day project lead and secondary contact available promptly
      • Expertise in Salesforce and InvestorFlow configuration
      • Reduces IT costs from hiring and training new staff

        • Roadmap & Resource Planning

      • Proactively define business needs and priorities to shape your technology roadmap and evolving features.
      • Relieve key resources from daily BAU tasks (updates, configurations, maintenance) to focus on firm-wide transformation.
      • Work is defined ahead of time: administrative, new builds, change management, and data.

        • Flexibility and Agility

      • Scale up or down as needed.
      • Move or rollover hours month-to-month.
      • Move or rollover hours month-to-month.
      • Bank unused hours from previous months or borrow future hours for specific projects.
      • Cost efficient with combination of nearshore and onshore resources
      • Flexible payment schedule

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