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How We Implement

When someone decides our powerful platform is right for their firm, our first job is to prepare an Implementation Plan that sets them up for success from the very start.

This video covers how we implement clients on our Relevant EquityWorks platform.

  • Your Implementation Plan
  • Kickoff Meeting
  • Key Implementation Phases
    1. Onboarding - Investor, Fund, Investment, and Portfolio Data
    2. Data Validation
    3. Customizations - like tweaks for branding, waterfall allocations, and inter-team workflows
    4. Training - web sessions or on-site training
  • Ongoing Support - help desk support for learning curve issues, customizations and product updates

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