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Investran Consulting & Support Services
Growing regulatory and investor demands have put a tremendous strain on existing business processes and systems. Even the best Investran implementations of the past are inadequately equipped to handle unforeseen requirements and procedures.
Through system optimization and enhancement, Investran and related business procedures can be improved to meet today’s challenges. The elimination of cumbersome Excel-based workarounds and the implementation of standard, efficient work flows can save time, diminish costs and reduce risk.
IntegriDATA has provided industry leading Investran consulting services and support for over a decade. Our services can align your Investran system with industry best practices, improving system flexibility and operational efficiency, helping your firm stay competitive in this difficult economic environment.
ILPA Investran Report Writing & Templates
IntegriDATA can upgrade your Investran reporting to conform with ILPA Capital Call and Distribution Notice templates and meet ILPA Quarterly Reporting Standards (Balance Sheet, Schedule of Investments, Statement of Operations, Statement of Cash Flows, Partner’s Capital Account Statement).
Report Development & Reporting Enhancements
Investors demand transparency more than ever. IntegriDATA has extensive experience designing and developing custom reports that help our clients make sense of their data. Services include Investran Report Wizard support.
Process Automation & System Integration
Manual or inefficient processes and workarounds are a huge drain on operations. The automation of these processes frees up employees, providing measurable productivity and efficiency gains. IntegriDATA identifies tasks ripe for automation and works with our clients to develop a solution that is best for them.
IntegriDATA can help migrate data from Excel or legacy systems to Investran cleanly, without disrupting business operations.
Our team of expert consultants have been through many Investran implementations. We understand the process and know how to avoid potential problems and hang-ups, making procedural recommendations along the way.
Upgrading to Investran 7 can be a daunting task. Our team can develop and implement a test plan to ensure success, propose recommendations and perform the installation with minimal downtime.
Active Template Support & Development
We provide thorough Investran Active Template training and support. IntegriDATA also provides custom Active Template design and development services.
IntegriDATA offers basic training on Investran core functionality and advanced training on specific modules and utilities.
Application Support and Managed Services
IntegriDATA operates as your dedicated Investran resource. In addition to providing general support, any Investran enhancements can be performed by our consultants without the risk and expense of an internal hire.
About our Consultants
Our lead consultant previously worked at SunGard and has over 14 years of experience helping private equity firms implement and optimize Investran. He leads a team of senior consultants with deep industry experience in private equity.