Existing Fund Managers
We Have Years of Experience Helping Existing Managers Convert-In
We frequently perform conversions-in and understand the potential risks—and how to mitigate them. We provide conversion task lists and perform extensive before-and-after verifications of all data.
A Smart, Simple & Effective Conversion Process
SGGG-FSI has developed a very simple yet effective conversion process. We require only a few sets of data files in a standard format – quickly and easily provided by the current providers – which minimizes your costs for the conversions out to SGGG-FSI.
Mindful Management of External Impacts
We are mindful of the external impacts of such conversions, such as to investors, dealers, Fundserv, price vendors, etc. We take full ownership of all tasks associated with any conversion and assign one of our management team to be the dedicated Project Manager for the duration of the conversion process.
Fully Engaged IT
Our IT is fully engaged and plays a critical role in the data conversion between systems.
Appropriate Use of Your Time
Updates and meetings with the customer are scheduled and occur as regularly as required. You provide notice to the relinquishing firms, and ensure their commitment to the project and cooperation with SGGG-FSI in converting the data from their systems. Generally, your involvement is limited to approvals, decision-making, and advisor communications.
Mock Conversions Ensure a Smooth Transition
All investor historical data is converted over as standard practice and multiple “mock” conversions may be performed off-line in a test environment until the exception rate is zero.