PureFacts - Services

By: Lynxdev  09-12-2011
Keywords: Customer Service, Financial Services, Technical Support

Services

Business Analysis

The Business Analysis is a consultative project that provides our respective teams an opportunity to meet and define your requirements. During the business analysis phase of a project our consultants will meet with key members of your staff to discuss and define the scope of the project requirements.

A business analysis project can normally be completed in one to four weeks depending upon the size of the project being considered. Upon completion, you will receive a formal analysis document detailing the project scope, a preliminary schedule and a fixed-price quote.

Business Analysis Benefits:

  • Fixed price quote
  • Clearly defined project scope
  • Review of current business practices
  • Review of reporting needs
  • Detailed project schedule
  • Formal analysis document
  • Recommendations on business process enhancements

Client Support

PureFacts Financial Solutions is committed to providing a superior level of customer service that is both highly responsive and flexible. Whether through on-line help or on-site visits, PureFacts Financial Solutions delivers unparalleled long-term customer service, support, and maintenance.

For our PureWealth clients, we offer a dedicated Technical Support Help Desk. Our Technical Support Help Desk provides prompt and professional technical assistance.

System Integration

PureFacts Financial Solutions has developed considerable experience in managing data from multiple sources and integrating it with all of the mainstream portfolio management systems. We have experience with managing data from back-office systems such as: CGI, SS&C (FMC), Advent, and FRI; custodial services such as: Unisen/Citibank, RBC Dexia, NBCN, BMO, TD Waterhouse, and CIBC Mellon; as well as data feeds from IFDS, Equifax, SIT, and ISM. In addition, our solutions seamlessly integrate with Microsoft Office applications such as MSOutlook, MSWord and MSExcel; as well as Crystal Reports and Lotus Notes.

Client Website Applications

PureFacts Financial Solutions also serves the financial services industry by developing websites that let clients conveniently and securely log in and review their portfolios over the Internet. These self-service websites reduce the costs of 'high-touch' client service by allowing clients to monitor their holdings, transactions, asset allocation levels, and portfolio performance.

Equity Research Databases

A valuable tool for sharing internal equity research or other information by creating bridges (as opposed to silos) between analysts, portfolio managers, and executive managers. The PureFacts Financial Solutions Equity Research Database makes it easy for your team to make smarter investment decisions regardless of the business sector or size of investment.

Keywords: asset allocation, Business Analysis, Customer Service, Dedicated Technical Support, Financial Services, Financial Services Industry, portfolio management, Support Help Desk, Technical Support, Technical Support Help Desk,

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