These third-party providers offer conversion assistance from portfolio management systems for which our staff does not provide system conversion support.
BOSS specializes in handling all aspects of the transition from start to finish including managing your data on an outsource basis during the conversion to ensure there are no data gaps after the conversion. With expertise in many PMS and CRM systems, BOSS can help you determine the most effective process and project timeline for your firm.
BOSS understands the importance of continued daily operations, and will work with you to complete your system conversion with the least impact to staff and client reporting. Experts at BOSS will walk you through the differences between the old system and the new system to determine the best way to handle any data issues, how to take advantage of new features for streamlined efficiency … and more.
For more information: www.thebackoffice.biz
As a reliable resource about the portfolio accounting marketplace, UNAPEN is adept at navigating the complicated factors that go into changing portfolio accounting systems. The conversion process consists of many details in areas such as performance reporting, back office automation, client statements, interfaces with other systems, remote access, and more. You can make a smooth transition in this important decision relying on UNAPEN's track record of success in migrating clients across all major portfolio accounting systems. These projects have been complex and extensive, with almost every business unit of the client involved in the process.
For more information: http://unapen.com/products
Disclaimer: We are committed to ensuring that our products integrate with third-party providers. You should evaluate each provider to determine if their product or service meets your business needs. The products and services presented in this section describe solutions provided by independent suppliers. The information is available here to help educate you.
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