Trailhead is Salesforce’s free online training content. It is user friendly and stocked with a ton of rich content to allow any user to learn salesforce at their own speed. Read More
Why Salesforce is so much more than just a CRM
I was first introduced to Salesforce by a long time friend who I worked with at the start of my career at AT&T who had joined Salesforce as a account executive. At that time I had no idea what Salesforce was but I assumed based on the name that it must have something to do… Read More
A Useful Tool for File Migration when implementing One Drive for Business
There is a great and easy to use tool that you can purchase that will make your file migration and onboarding to SharePoint Online / One Drive for Business really easy. Read More
Working around SharePoint Online Limitations
Microsoft has been rapidly improving the One Drive for Business / SharePoint Online products. Here are some useful work arounds for some current limitations. Read More
Versioning, Why is it a Struggle?
How the built in capabilities of tools like SharePoint Online can ensure you can easily manage multiple versions of documents in your organization. Read More
Major Marketplace Changes Abound
The past few weeks have certainly provided some major changes in our alternative asset management marketplace. First the news that Citigroup was leaving the Fund Administration business took many by surprise and is leaving those who are administered by Citi wondering who will be taking over their fund administration. Just when that news was being… Read More
Top 5 Tips for a Portfolio Management System Implementation
As hedge fund technologies grow in depth and breadth, fund managers continue to search for the best technologies to support the structure of their firm. A Portfolio Management System (“PMS”) is a valuable tool that managers are implementing in increasing numbers—with automated features and complex capabilities, it takes care of middle-office functions so managers can focus… Read More
Top 4 Items a Hedge Fund Manager Needs to Consider When Selecting an Administrator
The hedge fund administration space provides countless options for funds of all kinds. With so many options, it is often difficult for funds to sift through the various providers and effectively pick the right provider for their particular needs and budget. When choosing a hedge fund administrator to partner with, a manager may encounter difficulty narrowing… Read More
Top 6 Lessons Learned From Clients Who Have Been Through an SEC Audit
In line with our new tag line, “Don’t be a Target”, FinServ would like to provide some insight we have gained from our clients who have had the unfortunate experience to go through an SEC Audit. In many conversations we have had with our clients over the past year the concern of an audit has been… Read More
The Slippery Slope of Hedge Fund Regulation and Enforcement
In a recent Feb 26th Bloomberg article titled ‘Hedge-Fund Assets Offshore Exempt from Reporting Rule’, the Internal Revenue Service said “with respect to accounts for calendar year 2009 and earlier, U.S. investors don’t have to report large holdings (exceeding $10,000) in offshore hedge funds and private-equity firms this year under disclosure rules designed to detect… Read More
