What’s More Important Than Member Service?

Member service and satisfaction have always been on the front line of fund office priorities. For the modern fund office, though, member service takes on a different meaning as member [...]

Best Practices for a Successful Systems Implementation

The decision to upgrade or change technology at the fund office will have widespread impact on the processes and people that manage day-to-day operations.  For both the fund administrator and the [...]

What Should The Fund Office Spend on Technology?

Author: Casey Sirotnak For today’s fund office, making the correct decisions about technology investments are mission-critical. To help provide context and uncover answers about how funds make [...]

7 Guidelines to Select the Right Technology Partner

So you’ve made the decision to update your systems.  The best way to get started is through an effective RFP process.  The amount of effort you invest upfront to evaluate and select the right [...]

Is it Time to Update Your Technology?

Making smart decisions about changing or updating your back office systems is never easy. This process can be particularly challenging for today’s fund office that operates in a volatile [...]