How to choose the right system for your fund

September 30, 2023

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

  • How efficient is the system in terms of user interactions (e.g., number of clicks to process an order)?
  • 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

  • Asset management systems
  • Order management systems
  • Portfolio management systems
  • Vendor management guidelines
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