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Our team gains a thorough understanding of business requirements and analyzes existing operational set-up, tools, and workflows. We ensure that Integráta becomes a seamless extension of our clients’ business, whether they are using Integráta to add new functionality, replace existing functionality, or both. We are experts at customizing Integráta to satisfy the needs of our clients, as well as their upstream and downstream dependencies.

Integráta is an extremely flexible solution and our Implementation team specializes in tailoring it to fit the unique needs of each organization. By helping clients customize their reports, column formulas, portfolio tags, trade workflow, and allocation logic, we embrace their unique qualities rather than forcing a one-size-fits-all approach. Additionally, we invest time in teaching clients how Integráta works, which empowers them to perform many customizations on their own with just a few clicks.

Our team provides clients with the tools and knowledge needed to obtain maximum value from Integráta. We offer training sessions over the web and in-person, with topics ranging from high-level introduction and system navigation to more focused sessions covering the most advanced content Integráta supports.

Clients with historical portfolios can rely on our Implementation team to load and reconcile their trading and accounting data in parallel with the other activities of their Implementation. We use innovative processes to vet the accuracy and completeness of historical data sets, while simultaneously creating workflows for capturing new incoming data. We ensure that business does not come to a halt with the onboarding of a new solution.