Interested in truly outstanding client service? So is Investortools. You will find our service to be excellent all the way through – both prior to product installation and in the years that follow.
Need help right now? A call to Investortools’ Client Services group will get you the assistance you need. There’s no need to leave a message. You can actually speak to a live person in our support group.
More Than a Help Desk!
Our Client Services team is unique. Not only do we provide the regular assistance of a traditional help desk, our Client Relationship Managers (CRMs) also act as client consultants to provide a complete and personalized service experience for each individual client.
Each client is assigned a specific Client Relationship Manager, who focuses on understanding his or her client’s specific business approaches and unique operational processes. CRMs also travel to visit their clients as needed and conduct on-site training at no extra charge. If a client requests software customization, our Client Services staff works closely with our developers to make sure the client’s request and needs are met. Because our Client Relationship Managers understand our software and are trained in the technicalities of fixed income, they are able to serve our clients on a more personal level. These are just a few of the reasons why our clients often tell us that Investortools provides the best service in the industry.
System Architecture - learn how Investortools’ technology integrates into your existing processes, workflow and technolog
Do you need a quick solution to a technical problem? With our live remote-assistance tool, a member of our client services team can view your desktop and share control of your mouse and keyboard to get you on your way to a solution.
Our clients can expect the following commitments and level of
We remain regularly involved with our clients
past the time of installation
We provide both on-site and
web-based training, support, and assistance
Our CRMs advocate on the
client’s behalf regarding future product enhancements
requested, we help create customized solutions by facilitating between
the client and Investortools’ sales, product customization and