DFTech's professional services teams can assist you with a variety of projects.
Our DFTech team is 100% dedicated to ensuring that we meet or exceed our clients' expectations. We will meet with you in advance to review your requirements, goals for the project, timelines, and resource constraints, and build a project plan that will outline exactly what to expect, and when. The result will be what your firm requires, both in terms of the information delivered and the cost.
We employ the same principles when upgrading your current Intellistat or Randy Steere solution to the very latest release. We will make sure the process is smooth, and that your firm will be able to take advantage of all the new features and capabilities in the products. After one of our upgrades, you will have a renewed sense of the value that DFTech's products and services can bring to your firm.
- Financial System Implementations, Upgrades, Conversions, Enhancements & Training
- Business Intelligence Implementations, Upgrades, Enhancements & Training
- Custom Application Design and Development
- Custom Financial Dashboard Development
- Custom Reporting Design and Development
- Financial System Selection and Consulting
- Partner Compensation Strategies and Best Practices
- Profitability Strategies and Best Practices
- Practice Group Review and Analysis
- Project Management
Intellistat Administration Service
DFTech’s Intellistat Administration Service is an annual subscription that allows DFTech to become the firm’s internal helpdesk for all Intellistat-related support. During the subscription period, all change requests will be routed to DFTech, which will immediately be picked up and responded to by our entire client services team. You’ll have subject matter experts supporting your day-to-day usage of the system, thereby maximizing your return on investment in Intellistat.
Examples of just a few of the services included are: remote user training, user/group and demographic setup and maintenance, statistic creation and maintenance, menu additions, shortcut creation, ad hoc report creation, portal integrations, manual postings, data loads, monthly allocation processing, budget year roll-overs and much more.
"I am not a fan of conferences because they are usually all just sales pitches with little substance. EXPO is the exact opposite. I will always find room in my budget to send a couple of people each year because the opportunities to learn with the small session sizes are great. You always have the best instructors. The networking abilities are great. Most conferences you have to struggle to meet the people that fit in your peer group but at EXPO everyone meets that criteria.”Connie Moore, Director of Financial ServicesAndrews KurthRead More»