How to choose the right system for your fund
1. SUPPORT & SERVICE
- How quickly does the support team respond to client inquiries?
- Can existing clients vouch for the support team’s response time?
- What kind of experience and expertise does the service and support team possess?
2. SYSTEM CUSTOMIZATION & CONFIGURATION
- Can the system be tailored to fit the unique requirements of the organization?
- How simple or complex is it to implement configurations within the system? Is custom work required?
3. COMPLIANCE & REGULATORY REQUIREMENTS
- Is the vendor able to handle the necessary compliance rules to meet investor and regulatory demands?
- Does the system offer the required analytics and views for effective and efficient execution?
4. SYSTEM EFFICIENCY & ACCESSIBILITY
- Does the technology provide seamless access and functionality across various devices, including the ability to execute trades remotely?
5. RELIABILITY & RESILIENCE
- What is the vendor’s history concerning system reliability and uptime?
- What are the vendor’s plans for business continuity and crisis management? Have they been recently reviewed and tested?
- How resilient is the vendor’s infrastructure in case of significant disruptions ?
6. SECURITY & CERTIFICATION
- Does the vendor hold an ISO certification, ensuring a commitment to security and reducing cyber threat risks?
- How secure is the system’s data storage and transmission, and what measures are in place to protect sensitive information?
7. ONBOARDING & IMPLEMENTATION
- What kind of onboarding support can the vendor provide? Are they equipped with the necessary resources, methodology, and technology for a smooth transition?
- Can the vendor offer a detailed onboarding timeline, including contingency plans for potential delays?
- Is there a transparent method to monitor implementation progress?
- What costs are associated with the onboarding process, and how do they impact the total cost of ownership?
8. INTEGRATION & SCALABILITY
- How easily can the system be integrated with existing software and tools used by the organization?
- Can the system scale to accommodate growth and changes in the organization’s needs?
9. TRAINING, UPDATES, & COMMUNICATION
- What kind of training and educational resources does the vendor provide to help users get acquainted with the system?
- How often does the vendor release updates, and how are these updates communicated to clients?
10. REPORTING, PRICING, & SUCCESS STORIES
- What kind of reporting capabilities does the system offer, and can they be customized?
- Is the vendor’s pricing structure transparent and easy to understand, without hidden fees?
- Can the vendor provide case studies or success stories from clients with similar requirements?
DON’T LET THE COMPLEXITY OF TECHNOLOGY OVERWHELM YOU
How to choose the right system for your fund
Is your fund’s investment management system propelling you towards success, or holding you back? Uncover the vital questions you must ask to evaluate potential systems and ensure long-term growth for your fund.
FinTech Innovations for Investment Management Funds (part 1)
Our latest article explores the critical role of FinTech in buy-side investment management, offering specific recommendations for effective solutions. This concise guide aims to demystify the intersection of FinTech and fund management.
FinTech Innovations and Buy-Side Operations
Discover how FinTech innovations are transforming buy-side operations by tackling challenges such as efficiency, transparency, and customer satisfaction. The article also highlights how FinTech4Funds can be your trusted partner in achieving operational excellence and growth in the financial services sector.
FinTech Innovations for Investment Management Funds (part 2)
A tailored selection of FinTech companies ideally suited for buy-side clients is presented, detailing the unique advantages each can add to fund management practices. Consider it your essential resource for pinpointing the FinTech solutions that will best fit your investment strategies.
FinTech4Funds event hosted with InvestTech platform
FinTech4Funds and Deep Knowledge Group hosted an event to unveil the InvestTech Platform, a cutting-edge solution aimed at revolutionizing investment and fundraising processes in private equity markets.
The Alternative Assets Space. The state of the market, its players and FAQ
The whitepaper emphasizes the critical role of emerging technologies in optimizing operational efficiency, risk assessment, and decision-making for fund management firms, advising a move away from outdated legacy systems. It also delves into the growing demand for high-frequency reporting, offering insights into its advantages and disadvantages while arguing that timely, up-to-date data is increasingly indispensable for making informed investment decisions in the fast-paced financial markets of today.