Financial Technologies & Management, LLC

  James Simpson
  (317) 819-0780

  10418 White Oak Drive
Carmel, Indiana 46033 United States

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Partner Description:

We have in depth knowledge of our clients through our software implementation, training, and support services. We are able to provide the necessary accounting knowledge to insure our software implementations are completed and the software is better utilized. Our Software Advisory Services include the following: Software evaluation and needs assessment (New or Existing Software) Nonprofit Accounting Software Sales Nonprofit Software Implementation, Training, and Support Nonprofit Software System Review to improve and enhance software utilization Nonprofit Software data conversion and software integration Nonprofit Software Project and Staff Management

Locations

Headquarters

10418 White Oak Drive
Carmel, Indiana 46033 United States
Phone: (317) 819-0780

Services

Financial Technologies & Management has been an authorized business partner and certified consultant since 1999 for Abila MIP Fund Accounting and MIP Advance with over 150 Abila MIP software implementations. We have in depth knowledge of our clients through our software implementation, training, and support services. We are able to provide the necessary accounting knowledge to insure our software implementations are completed and the software is better utilized. Our Software Advisory Services include the following: Software evaluation and needs assessment (New or Existing Software) Nonprofit Accounting Software Sales Nonprofit Software Implementation, Training, and Support Nonprofit Software System Review to improve and enhance software utilization Nonprofit Software data conversion and software integration Nonprofit Software Project and Staff Management We believe that by investing effort into listening to your organization’s needs, we can work with you to deliver a solution that maximizes success and minimizes disruption. At FTM, we’re different; we focus on a process that guarantees a solution tailored to your needs. Our three-Stage approach ensures success by using proven techniques to make sure we gather all the relevant information needed. Our FTM Software Advisory Services are comprised of Abila MIP Implementation, Training, and Support Services. All services are provided to ensure a comprehensive and successful software implementation project. During Phase 1, we review your requirements in detail and plan for their implementation. During Phase 2, we will complete the system implementation. We will work with you to complete the software implementation and training. The software implementation includes the following areas: Software implementation includes software training Module setup and customization Data conversion Custom development of transaction and financial reports Individual and group software training

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Clients