Toogood offers a solution partnership, allowing our clients to focus on what they do best; research, capital deployment and client communication, instead of spending on an in-house or external system that requires constant upgrades to keep pace with the industry and be maintained by a host of specialized and expensive resources. Toogood delivers its investment applications from highly secured and advanced data centers across private communication lines and through encrypted technology over the internet.  Support We consider our ability to support our clients fundamental to our business. Our partnerships entitle our clients to continous software releases and expert help desk services. Regular updates and product releases do not require any client intervention. Instead, preceding any updates, release notes are provided to users that allow them to capitalize immediately on new features and functionalities. Client support is performed by our experienced and knowledgeable Client Services Group, consisting of experts trained in the Toogood applications and schooled in the ways of the investment industry, making them ready to answer your questions or dispense valuable advices. | Consulting Team members of the Business Services Group work on and off-site to ensure a successful implementation of Toogood products and to assist in achieving our Client's business goals. Toogood's qualified personnel can assist every step of the way, from data conversion and configuring the software to creating custom reports to give our clients what they expect. In addition, the Consulting Team can help streamline and automate existing processes as well as assist in migrating firms to the latest product versions. Whatever the business goal: maximizing productivity, improving client satisfaction or growing the business, we can help. Toogood's Business Services Group is a highly trained, competent group of individuals with many years of experience in the financial services industry. Each member possesses the expertise and experience required to assist investment professionals in implementing and using Toogood's products. The Business Services Group's mission is client satisfaction. Training Training is readily available to all Toogood clients, although the intuitive nature of our applications dramatically reduces the need for extensive training. Training services are backed up by step-by-step functional user guides. Toogood offers on-site and hands-on training sessions across the country. These interactive training classes allow our clients to learn all the critical areas of the applications, while applying what have been learned immediately on their own data in a hands-on setting. Guided by experienced and knowledgeable product trainers, learning is maximized by following along on a computer and completing follow up exercises. Clients will also benefit from an open learning environment where suggestions and ideas are freely exchanged. Training manuals with screen shots, tips & tricks, and step-by-step procedures are also provided to help reinforce what has been learnt. Outsourcing Toogood, through Convexus Managed Services Inc., provides Fund Accounting, Trust Accounting, Unitholder Recordkeeping, Transfer Agency, Investor Communications and Tax Reporting Services. |
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