Advisory & Managed Services

A managed solution with the functionality built specifically for the alternative asset industry.   


We provide our customers with advisory services to aid them on their digital and cloud journeys by delivering a clear roadmap to success.

Preparation for Success

Our advisory services will conduct the necessary business vision sessions so that prior to any implementation, the following items can be clearly communicated across the entire organization:

Define what success looks like for your implementation.

Determine key goals and priorities for your implementation that can be clearly communicated.

Create a short-term plan that aligns with long term roadmap

Create a governance model and feedback loop for your user community.


The Solution Architect


Our advisory services will align your implementation goals with your organizations overall technical architecture.  Implementing salesforce is not just about one application, but the entire technology suite.

Understand your data model

Choose best of breed applications for your requirements, navigate the AppExchange and make the correct build vs buy decisions.

Determine your integration and middleware strategies

Determine which Marketing solution is right for your firm

Determine which BI solution is right for your firm

Determine which Content solution is right for your firm

Health Check

Our advisory services will evaluate your current implementation and ensure you are following best practices in all areas of your implementation



Data Migration and Procedures




Technical Advisory

Between our long history of Salesforce consulting
and the sheer number of our product customers, we
believe we’ve seen it all.
Visioning and Approach

Sometimes you just need someone toworkshop ideas or understand thetechnical options and a high-levelscope in terms of cost and labor. Wecan summarize the options in termsanyone can understand to allow forinformed decision making.

Org Assessment and Code Reviews

We can provide a qualitative and
quantitative assessment of the current state of the org from a technology or development point of view. Central to this is the impact to the business or end users and a plan to address issues.

AppExchange Development and Security Review

We can combine our experience
launching two AppExchange
applications, alongside our consulting background to either build or help your team through Security Review . Our goal is to reduce time-to-market, while reducing support via our experience.