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GeoffreyOConnell
User: "GeoffreyOConnell"
New Fund Checklist
We're new to CSuite and coming from an "undocumented" FIMS environment. Wondering if anyone has a New Fund checklist you'd be willing to share...
Started by
GeoffreyOConnell
Most recent by
MikePuccio
Finance & Operations
106
Jun 1, 2024
1
2
MarnieChristopherson
User: "MarnieChristopherson"
Best time of the year to make the switch to C-suite from FIMS
Hello, We are planning our conversion timeline and would like to reach out and ask what was the best time folks actually went LIVE. Year end? First quarter? Any feedback would be greatly appreciated. …
Started by
MarnieChristopherson
Most recent by
MicheleJeican
Finance & Operations
77
Jun 15, 2021
3
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