Implementation & Support

There is no substitute for experience.

With hundreds of successful implementations and the best support staff in the business, AltaReturn knows what it takes for you to get the most from your technology investment.

Initation

Plan & Design

Implementation

Deploy & Monitor

Sign-off & Optimize

AltaReturn Implementation

Implementations done right the first time.

Implementing a new technology solution doesn’t have to be difficult. AltaReturn’s time-tested methodology along with its experienced and dedicated consulting team means your project gets done on time and within budget.

Conversions

With over 10 years in business and having implemented 100s of GPs, Admins and LPs onto the AltaReturn platform, there isn’t a system or configuration we haven’t encountered. Whether your data is spread across multiple spreadsheets or in another vendor’s system, we’ve seen it and done it. Successfully.

Process

Although we recognize no two clients are alike, AltaReturn utilizes a proven, process-driven methodology to onboard new clients. Our 10 year history has allowed us to develop a series of best practices that guides the client from initial discovery to completion.

Experience

All of our implementation consultants are not only versed in technology, but also in the nuances of the capital markets. So whether it’s a distribution notice, a K-1 or a capital account statement, we speak your language. And when it comes to your project, its that experience which makes AltaReturn’s implementation team head and shoulders above the rest.

AltaReturn Support

Getting you the answers you need when you need them

AltaReturn’s clients know they can rely on a dedicated support and account management team to answer any question, get any training needed or have any issue resolved – quickly. With decades of experience, you can be assured our support teams are fully versed in both the AltaReturn platform as well as the capital markets. With a 99% client retention rate, we like to think we’re doing something right.

Communication

Making sure you’re getting the most from your technology investment, our account management team provides one-on-one communication, a client-only webinar series and on-site visits to ensure our client’s success.

Process

With support across multiple time zones, a dedicated client portal and state-of-the art helpdesk system, AltaReturn ensures our clients can get their questions answered quickly.

Training

AltaRetrun provides both online and in-house training for all members of your team, across all functions, so that you can start being productive with AltaReturn’s solutions as soon as possible.

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