BarclayHedge

What differentiates BarclayHedge from other similar products?

Of course, none of this could be attainable without the client Success Team who created roll out super straightforward and are proactive regarding staying up-to-date to make sure I’m using the tool options to their fullest extent. I can’t say enough good items about their customer support or the software. I currently want I’m up to the mark rather than feeling like I couldn’t keep up.

What is your favorite aspect of this product?

Our firm was searching for a solution to manage our investors’ quarterly updates, taxed, files, etc. in one spot versus a handful of various excel documents. We additionally required a lot of economic methods for transferring out communications to investors on a mass scale. This software package answered all of our needs. Not solely has it created our team’s lives easier, however, we receive consistent feedback from investors on how simple the platform is and convenient it’s to own all documents in one place. We tend to extremely suggest it to any firm wanting for an efficient, easy-to-use software.

What do you dislike most about this product?

The transfer of excel files and data for self-service upload has been a bit temperamental. They supply a template, however, for numerous reasons, our data has worked sometimes and not at different times. After all the info must be precisely right otherwise their system can’t acknowledge data. In some cases, I’ve been shocked how simple it’s worked, but I do know that our team members have complained a bit.

What recommendations would you give to someone considering this product?

I love how straightforward the platform is to navigate through. It’s a seamless process to urge data on every investor or one in all our entities. The method to transfer distributions is additionally one of my favorite features. This software is suggested by me. Its support team conjointly provides good service.