Preparation
Plan and prepare your firm for a successful implementation project.
- Assess your technology and processes to determine the best solution for your firm
- Discuss your technological and operational priorities and build an implementation roadmap
- Facilitate conversations with firm leaders and key stakeholders to boost adoption across the firm
Delivery
Ensure your implementation is as seamless and efficient as possible.
- A project manager oversees and directs every stage of the implementation
- Elite data experts extract and migrate your firm’s data to your new solution
- Delivery teams iteratively configure and test to optimize the implementation process
Optimization
Operate the system effectively to maximize your technology investment.
- Build training programs to address the structure and organization of your firm
- Leverage multi-channel training opportunities so everyone is fully trained by go-live
- Develop process optimization strategies and best practices
Support
Our support team is available 24/7 to answer any questions or address technical issues.
- Submit new support tickets quickly and easily and track the status of existing tickets through the Customer Portal
- Call regional phone support 24/7 for high-priority issues
Strategy
We have decades of experience helping firms like yours accelerate their businesses.
- Set and align business goals for maximum growth and profitability
- Update or adopt new business processes to increase operational efficiency
- Learn how to leverage real-time financial data and analytics to make better strategic decisions
Education
Operate the system effectively to maximize your technology investment.
- Find the latest product information, technical documentation, and step-by-step tutorials in the Elite Knowledge Base
- Leverage exclusive resources and invite-only webinars to stay informed on the latest product features
- Collaborate with other customers and partners through the Elite Connect forum and our annual VANTAGE conferences
| Region | Phone Number |
|---|---|
| North America | 800-354-8337 888-877-6529 888-252-2607 |
| United Kingdom (toll free) | 08000151631 |
| United Kingdom (outside UK) | 44 203 684 7842 |
| Australia | 1800 118053 |
| New Zealand | 0508 555605 |
