- FinServ shares some key considerations and best practices from our hands on experience in developing and reengineering our clients compensation systems and processes.
- Is your business converting to a new information system? Hear about some of our industry best practices.
- Is your management company still using Quickbooks to run your multi-billion dollar fund? Here are the top reasons to make the switch to a more robust solution now. Read More
- FinServ's extensive experience in onboarding TPA's for our clients has uncovered the following best practices for Hedge Funds and Private Equity firms to consider when onboarding a new Administrator
- In one of the more infamous data breaches, the Department of Veteran Affairs exposed 26.5 million PII (Personally Identifiable Information) records of its military veterans and personnel when a laptop containing this data was stolen from the home of an employee. Imagine if this situation occurred at your fund, where …
- 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.
- 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.
- Microsoft has been rapidly improving the One Drive for Business / SharePoint Online products. Here are some useful work arounds for some current limitations.
- How the built in capabilities of tools like SharePoint Online can ensure you can easily manage multiple versions of documents in your organization.