CUSTOMER SUCCESS

Deployment & Support.

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Driving Success.

At InvestNext, we’ve built an unwaning culture of continuous improvement. By doing so, we’ve established a spotless track-record for delivering the best experience to our customers.

Onboarding Experience

We are committed to helping you successfully transition to InvestNext. Our signature deployment process represents the highest standard in investment management software implementation. From project kickoff to staff training, we partner with you to create a smooth roll-out and an unparalleled experience.

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  Features:

  • Implementation and configuration of InvestNext environment.
  • Post-production, project-based engagements.
  •  Data onboarding including historical data migrations.
  • Project management over an extended period of time.
  • Initial setup of Analysis Views, Reports, Portals, and Training.
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Day-to-Day Support

InvestNext’s in-house support team consists of experts in technology and the real estate investment management space. We also take a proactive approach to customer support—aiming to deliver an educational experience with every engagement. Our airtight processes, growing knowledge base, and latest client management technologies enable us to build a personalized experience for your and your team.

  Features:

  • Ongoing product and subject matter expertise delivered in-house.
  • Submitting individual upgrade and enhancement requests to our product team for review.
  • Addressing all daily client issues and meeting contractual service level agreements.
  • Offering product support and training, addresses daily issues and escalations.
  • Troubleshooting potential issues with the software or data issues.

Ongoing Success

From your first conversation with us to your day-to-day work in the system, we partner with you to ensure a constant delivery of value. We focus on understanding your business and goals, and we share best practices and develop a plan for our mutual success. We want to make sure our clients thrive with InvestNext.

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  Features:

  • Showcasing value and advocating for the client needs.
  • Addressing high-level concerns of our clients.
  • Data-driven engagement based on usage information.
  • Organizing feedback opportunities.
  • Facilitating and overseeing additional services required by our clients.
  • Post deployment InvestNext training.

Explore all the features

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Turnkey Reporting

Exceed investor expectations with institutional-grade reporting.

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Investor Notices

Offer a more complete on-demand experience to your investors.

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Fundraising Management

Digitize your capital calls and offer a seamless investing experience.

Ready to get started?