The first stage of implementation of Fundipedia is you (the customer) requesting a trial of Fundipedia to evaluate the system against your business aims and requirements. To facilitate this, a trial instance of Fundipedia will be provided for you up to a maximum of three months from the trial launch date.
Fundipedia will be configured to closely match the configuration you will use in a production environment. To achieve this aim, we have a Trial Onboarding Questionnaire that requests information regarding your data configuration. Please note that the data configuration on the trial instance of Fundipedia can be amended according to your feedback during the trial period. It’s sensible to make changes in a trial environment, and agree a final data structure ahead of moving to a production environment.
We suggest that the number of users invited to trial Fundipedia be kept to a minimum if possible. Again, to this end we request information about your desired trial users in the Trial Onboarding Questionnaire .
During or upon conclusion of the trial, you have the opportunity to proceed with a full license agreement and your trial version of Fundipedia will become your test version (you will always have two versions of Fundipedia, a test version for requesting changes and updates and a live version which your staff use on a daily basis), or alternatively close the trial at which point we will remove all your data from our hosting environments.
We're always ready to answer any of your questions. Contact us and one of our specialists will talk you through how Fundipedia can help you gain control of your fund data.
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