Client Support
Every firm we work with has one thing in common - They dont have the time to deal with large projects. They are too busy dealing with their day job of raising or lending capital. Working with Asset Class, you dont need to worry about the resource overhead. We do all of the heavy lifting for you. Our Professional Services team take care of everything from system build, to data migration, to document template creation and more.
Zero up-front Costs
We don't charge you for Implementation
We believe in a true partnership based approach to pricing. All of our implementation costs are included in our monthly license fee
Onboarding
We supercharge your Onboarding
We design and implement easy to follow, personalized onboarding flows that will delight your clients and make your team members jobs a great deal easier
Documents
We bring order to the Document chaos
From issuing your client documents, to routing them with our powerful workflow engine, you can rest easy knowing the paper tiger has been tamed
Our Services
Our Services
Every engagement begins with a Discovery & Scoping review. Put simply, this is a structured review of what you have in place today, what success looks like for the project and a detailed information-gathering discussion on what needs to be achieved with the project.
Our Services
Armed with the information we have gathered from our Scoping & Discovery, we immediately start building. Our objective is to show quickly what can be achieved and to provide you with a working model that you can review to ensure it meets your needs.
Our Services
With a working model we ‘end-to-end’ test to ensure that it meets the objectives of the project. This first phase of testing is to ensure functional requirements and user experience are optimal prior to putting it in the hands of our clients to test.
Our Services
Fully satisfied that it meets the needs of all stakeholders in the project, we will move from a test environment to a ‘Live’ environment. Our project team will be there at each step to ensure technical and user support to ensure a smooth roll-out to all stakeholders.
Our rapid deployment methodology gets you up and running in weeks not months