Adeptyx April 2014 Update

May 18th, 2014

Adeptyx

Adeptyx Consulting, Inc.

888-364-4614
Volume 2, Issue 1 April 2014
Adeptyx
In This Issue
Getting the most out of your Charles River IMS Investment
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Adeptyx is celebrating its
 five year anniversary! 
 
First of all, I want to thank our clients. You supported us in the beginning and continue to value the work we do. Thank you for the repeat business and referrals.
I also want to thank all of Adeptyx’s hard-working consultants. Your skills, expertise, and dedication are what our clients rely on and is what has driven the loyal business so integral to our growth and continuing success.
 
It’s been a great five years. We look forward to the next five years of continued growth and mutual successes. 
The main theme of this newsletter is to showcase our Charles River Development capabilities, and discuss how we can help you get the most from your CRD investment.

Getting the most out of your Charles River IMS Investment

Adeptyx has a robust and experienced Charles River Consulting practice. 
Charles River Investment Management System (IMS) software is complex.  
The software is highly configurable to deliver customized workflows with the goal of improving operational efficiency across the investment process. However many firms fall short of this goal.
We are here to explain how Adeptyx can help you get the most out of your Charles River IMS Investment.

The Adeptyx Advantage
 
Adeptyx has extensive experience with CRIMS and we know what works.  
 
Our consultants have worked with Charles River Development (CRD) software since the early 2000s. We have been involved in a number of Charles River Investment Management System (CRIMS) installs, upgrades, and tunings, underscoring our proficiency with v8, v9 and v8 to v9 upgrades.
 

We know that every firm is different and that one approach doesn’t fit all. We take the time to really learn and understand your identity, your focus, your current direction, and then assist you. This is how we partner.

Because of all these reasons, we help you maximize the value proposition of your Charles River application. 

Key benefits that Adeptyx will bring to the table in a v8 to v9 upgrade project:
 
  1. Insight into industry best practices.
  2. We partner with clients to ensure our projects are successful and help create realistic project plans.
  3. Adeptyx will ensure that you benefit from new features and application enhancements.
  4. We understand data and how poor or missing data will impact application functionality.
  5. Adeptyx consultants have their own CRIMS implementation toolkit. 
  6. We have compiled a number of tips and tricks on CRIMS upgrades and usage that help us more quickly diagnose and solve existing problems.

Click here for more information on the benefits and challenges of moving to Charles River IMS v9.
Thank you for taking time to keep up-to-date on Adeptyx.  Please contact us to learn more about how we can help your firm manage the complex systems and operations essential to Asset Management.
Sincerely,

Ari Fuad, CFA
President, Adeptyx Consulting

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