Deploying our systems is pain-free process overseen by our seasoned implementation team. Usually completed in a few weeks, a project manager will work with you in making the transition from your current systems quickly and seamlessly.

  • We partner with our clients to fully understand their unique needs and requirements.
  • We coordinate an implementation project that delivers a robust solution in a timely, seamless, and efficient manner.
  • We fully manage your implementation from start to finish and are fully accountable for its success


Our team analyzes your existing infrastructure setup, workflows, and technology needs; identifying opportunities to further streamline and align your technology and business processes.

Implementation Design

We take a holistic approach to implementation design. We combine our robust product suite, extensive industry experience, and industry-leading private cloud model, to create a detailed implementation plan specific to the unique needs and existing infrastructure of your firm.

Project Management

Our implementations always involve multiple departments and stakeholders in the firm. Your dedicated project manager defines clear implementation objectives and milestones, coordinates deliverables , and provides you with constant visibility into progress at each step of the process.


Our implementation teams provide in-depth, on-site user training and documentation to ensure you’re taking full advantage of our products and extensive feature sets.

On-Site Go-Live Support

We fully ensure a smooth cutover from existing systems. We take a hands-on approach to ensure your implementation is completed on time and delivers the results you expect. Our product is highly configurable, and can be made bespoke to your specifications.

Follow-The-Sun Support Coverage

Our service model spans multiple locations, with over 120 employees dedicated to supporting our clients. We service clients on-site and remotely by leveraging centralized helpdesk, NOC, and workflow tracking systems.  Our team is the heart of our client service model, we recruit the top talent to get the job done. Our service model is built on efficiency and scale. We rely on well worked out procedures to ensure timely and effective responses to all client inquiries, big or small.