Is Office 365 Coming to a Hedge Fund Near You? Office 365 is taking over from the traditional MS Office client installed office suite and on premises exchange servers. Find out why the time to switch might be now.
6.5 Proven Tips for Selecting the Right Third Party Administrator Choosing the right administrator for your Fund is a tricky process. FinServ has a rigorous approach that ensures you make the best choice for your unique needs.
7 Signs Excel is a Key Risk to your Fund Is your business too dependent on excel? Here are some key warning signs that you may be at risk.
Recent Industry Posts
Best Practices for Managing the Compensation Process in the Financial Services IndustryFinServ shares some key considerations and best practices from our hands on experience in developing and reengineering our clients compensation systems and processes.
5 Best Practices to Ensure Your Next System Conversion Is a SuccessIs your business converting to a new information system? Hear about some of our industry best practices.
Top 6 Reasons to Upgrade Your Management Company General Ledger from QuickbooksIs 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
5 Best Practices for Onboarding a New Third Party AdministratorFinServ'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
Technically Focused Insights – For our CTO's & Other Tech-Focused Readers
Otaku Fund Pricing PageIn 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 …
On the Trail to User Adoption with SalesforceTrailhead 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.
A Useful Tool for File Migration when implementing One Drive for BusinessThere 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.
Working around SharePoint Online LimitationsMicrosoft has been rapidly improving the One Drive for Business / SharePoint Online products. Here are some useful work arounds for some current limitations.
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.
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