Industry Insights

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.