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.
FAQs
What is InvestorFlow Managed Services?
InvestorFlow Managed Services gives firms access to a dedicated team of industry and platform experts who work alongside their existing team. They can help with ongoing CRM and portal work, including configuration, maintenance, updates, and new projects.
What kind of experience does the Managed Services team have?
The team includes more than 65 advisory and technology professionals, with an average of 15+ years of experience in technology solutions and 10+ years in private markets. The team also has more than 100 certifications across OpenAI, Salesforce, and Azure.
What does the Managed Services team include?
The team can include consultants, developers, subject matter experts, program managers, and executive leadership. This gives firms access to different types of expertise as their needs change
How does Managed Services make planning easier?
The model provides dedicated resources and a predictable budget, with one partner helping execute the firm’s technology roadmap. This can make it easier to plan ongoing work and future projects.
What are the benefits of having a dedicated team?
The team gets to know the firm’s organization, business, and technology over time. Firms also have access to people with Salesforce and InvestorFlow configuration experience, which can reduce the need to hire and train additional IT staff.
Can InvestorFlow help with technology planning?
Yes. The team can help define business priorities and shape the technology roadmap. It can also handle ongoing work such as updates, configurations, maintenance, new builds, change management, and data-related projects.
Can the level of support change as our needs change?
Yes. Firms can scale resources up or down as needed. Hours can also roll over from month to month, with the option to bank unused hours or use future hours for specific projects.
Does InvestorFlow offer flexible payment options?
Yes. The Managed Services model can combine nearshore and onshore resources and offers a flexible payment schedule.
How is Managed Services different from implementation?
Implementation focuses on setting up and launching the InvestorFlow platform. Managed Services is focused on the ongoing work after implementation, including maintenance, configuration, new projects, and continued improvements.
Who is InvestorFlow Managed Services for?
Managed Services is designed for private markets firms that need ongoing technology and platform support. It can be useful for firms that want access to specialized expertise without handling all of the work through an internal team.
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