CICG Services
Implementation Services
 

CICG can successfully help clients implement Advent software. In addition to extensive product and technical knowledge, our consultants are experts in financial management operational and organizational structure.
 
A CICG consultant can:
  • Solve business problems and reduce costs by evaluating and streamlining your workflow.
  • Install, configure, and integrate Advent products and solutions into your environment.
  • Automate daily and period-end tasks such as pricing, interface downloads, Axys/APX-Moxy integration, and reporting.
  • Deliver structured, hands-on training, customized to your firm's needs.

Although most implementations are done on-site at your office, we can do certain implementations remotely (using WebEx).

Upgrade Services
 

CICG consultant will upgrade your Advent products on the latest release, minimize your down time, and optimize your use of the product to meet your business needs.
 
Upgrade Services may include, but are not limited to:
  • Installation and configuration
  • What's new overview and training
  • Workflow optimization

Although most upgrade consultations are done on-site at your office, we can do certain upgrade consultations remotely (using WebEx).

Optimization Services
 
CICG's Optimization Services can help you analyze your current and future business requirements and workflows, identify opportunities for improvement, and can streamline your workflow to make sure you're operating at optimal efficiency with your Advent products.
 
CICG's Optimization Services can include, but is not limited to:
  • Automation of your Advent products
  • Performance Evaluation and Tuning
  • Data Merge
  • Review and Documentation of Workflows
  • Disaster Recovery
 
Client Training Services
 
A CICG consultant can come to your office, and train your staff using a lesson plan based on your business requirements, Advent products and your current workflows.
 
CICG's Client Training Services may include, but are not limited to:
  • Axys
  • APX
  • Performance
  • ACD
  • Report Writer Pro
  • Moxy
  • DTCC
  • REX
  • Automation
  • Packager


Although most custom training is done on-site at your office, we can conduct custom training remotely (using Webex).
Data Conversion Services
  A CICG consultant can save you time and reduce errors by helping you bring clean and reconciled 3rd-party data into your Advent system. 
Virtual Employee Services
 
CICG Virtual Employee service is designed specifically for RIA's who need a leading-edge automated reporting system, but cannot incur the cost of hiring and training an Operations staff. With CICG acting as your online back-office, you have more time to focus on running your business. 
 
CICG's Virtual Employee service can include, but is not limited to:
  • Automating Daily Processing
  • Daily Transaction and Position Reconciliation
  • Overnight Group Creation and Group Naming
  • Exception Reporting
  • Updating Performance History
  • Automating Daily, Monthly, and Quarterly Client Reporting
  • Backup Support