Software Selection and Implementation

Leverage the right software to drive your business

Are you ready to change one of your critical business systems? We've helped firms choose and implement many types of software systems from CRM to portfolio accounting and reporting to online portals.

Process Overview:

1. Free Consultation: Our process starts with a brief meeting to determine if FTG is a good fit. If we can add value, we prepare a project overview with key milestones and cost estimates.
2. Discovery: When you decide to move forward, we'll conduct a discovery meeting to dive deeper into your business so that we may fully understand your firm's goals and needs.
3. Research and recommendations: Next, FTG will conduct a comprehensive search for the solution best suited to meet your needs. We then provide our recommendations with a detailed recap of our analysis.
4. Selection and implementation: After your firm has made the decision on which software to choose, we run the implementation for you. This includes overseeing the data conversion and verifying conversion accuracy, installation and setup, and training and process optimization. Our process is designed to achieve a maximum return on your investment while allowing you and your staff to continue to focus on running the day to day business needs.

There is no charge to find out if FTG is a good fit for your situation.  Contact us today to find out if we can help.

Financial Technology Group is paid directly by our clients. We do not accept referral fees or revenue sharing agreements. In doing so, we avoid any conflicts of interest when recommending products or services.