Transitioning through a new software implementation can be a challenge. Our turnkey implementation is a comprehensive service designed to make this transition as smooth as possible. For over 20 years, Financial Navigator has been helping its customers make the switch and maximize their software investment. We understand there is more to implementing new software then simply installation. Let us help guide you through the process every step of the way. A typical implementation is handled in five phases:
Phase I: Install our software on your computer hardware. Our technicians will guide you through the installation process and help you overcome any technical hurdles to ensure that the software is functioning correctly on your computer systems:
- Local Area Network (LAN) Server
- Wide Area Network (WAN) Server
- Workstation(s) and Laptop(s)
Phase II: Migrate your existing data to our platform. Save time by letting us import your existing Quicken™ or QuickBooks™ data files to make your transition easier. We can also handle data from a variety of other platforms using import templates based on easy-to-use Excel™ worksheets. No matter where you store your data, we can help you migrate to our system efficiently and accurately. Data migration can include:
- Account Names
- Payee/Payor Names & Addresses
- Beginning Balances
- Historical Transactions
- Positions Information (investment type, quantity, symbol/cusip, date acquired, cost-basis, tax basis)
Phase III: Structure your data to achieve your reporting needs. It's critical to think through your reporting objectives and develop a strategy to meet these goals. Let us help you plan ahead to achieve the best end result. Financial Navigator consultants can help you structure your data to achieve maximum benefit for you and your clients' reporting needs.
Phase IV: Maximize your workflow. Let us suggest best practices in your office to increase your efficiency using our product(s). By understanding your business process, a Financial Navigator consultant can ensure that you are taking full advantage of the powerful capabilities of our software. We can help you streamline your data entry, retrieval, reconciliation, and report generation process.
Phase V: Get connected with your financial institution(s). Online access and data retrieval are a must-have for financial professionals. However, Financial Navigator understands that setup with your financial partner can still be a difficult process. Whether you want to retrieve your investment data or your banking transactions, a Financial Navigator consultant is ready to help walk you through the process of getting connected with your financial institution.
Implementation costs vary; to learn more about this service, please email sales@finnav.com or call 1-800-468-FNFN. (3636).