No one wants to rip and replace existing systems, create more work or add a new difficult process.
That’s why Eleven Family Office easily integrates with existing systems and comes with jump-start onboarding services and success assurance planning and tracking.
When it comes to onboarding, this is key to getting you productive as soon as possible. We work with existing systems and processes to extend on the tools that you have today.
You can choose a range of onboarding options – from fully managed to self-managed deployment.
For every customer we include a detailed success plan, a document of accountability for us and the team, to assure that the onboarding and activation is accomplished on a timely basis, and more importantly, that the platform is being leveraged for tangible value.
We review this regularly to be sure we are delivering expected transparency, accountability, time savings and peace of mind benefits – agreed to value delivery that will be tracked with you and your team in order to measure and assure success.
Onboarding typically takes from 3 to 6 months depending on your platform element priorities. This consists of three elements:
- Data, including Discovery and Data Loading, to get all the documents, records and information entered and cataloged.
- Integration, including connecting to existing systems and data stores, and validating that the connections are working as planned.
- Activation, including Personalization, Training & Rollout and Success Planning.
“No one wants to rip and replace current systems or jump through a bunch of hoops to make something work.
With Eleven Family Office, we are able to provide the principal with the management, real-time visibility and accountability tools he needs, right in his pocket, all populated with turnkey jump-start services, easily integrating with existing financial systems.”
Austin Lowery, Managing Director of Technology
From Complexity to
Peace of Mind
Learn how simple onboarding can be.
