5 Reasons to Reconsider Salesforce for Your Fund Management Software
Many firms end up reaching out to us after having tried using Salesforce out-of-the-box and find that it doesn’t work for fund management.
Many firms end up reaching out to us after having tried using Salesforce out-of-the-box and find that it doesn’t work for fund management.
The private equity industry faces significant changes in the decade ahead as digital transformation becomes a requirement. In this post, we will explore the four steps to digital transformation in private equity.
I love dinosaurs, and because it may come off as weird to say that I also “love” analogies, I’ll simply say that I find analogies to be very helpful and I use them a lot.
Fund managers are constantly seeking to maximize performance and minimize risk, so they need the best fund manager software available to them.
Successful software implementations of any type require planning, technical setup, training, and change management.
Our fund management software experts compiled their knowledge of AIM and Salesforce into an easy-to-understand conversion document.
In today’s technology-driven world, keeping up with the changing trends is essential, and the cloud is a great way to do so.
To explore current trends around data and information solutions in the private equity marketplace, we interviewed Altvia SVP, Industry Solutions & Strategy, Jeff Williams.
You’ve decided on a fund management software provider, put months of research into it, and you’ve got the software implemented.
The central tenets of good customer support are for the people providing it to be skilled, helpful, and available.
This is a podcast about the role of technology in private equity and venture capital. Our hope is to bring together the best and brightest across the industry and have them share best practices, trends they’re seeing, and how firms use technology to gain an edge in the market.