Featured Stories

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.

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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.

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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

Technically Focused Insights – For our CTO’s & Other Tech-Focused Readers

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    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 …
  • On the Trail to User Adoption with Salesforce

    On the Trail to User Adoption with Salesforce

    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.
  • A Useful Tool for File Migration when implementing One Drive for Business

    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.
  • Working around SharePoint Online Limitations

    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.
  • Versioning, Why is it a Struggle?

    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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