Professional services & implementation

At Enate, we don't just hand over a bunch of software licenses and walk away. Our expert team guides you through implementation, solving business problems, and scaling with confidence.
Get free trial
Check eligibility
Image of people sat around a table in a wrokshop.
An empty room with a view of a city.

More than a vendor

Fund and corporate administrators don't have dedicated transformation teams waiting to configure new systems. You need expert guidance to get this right the first time.

Our approach is consultative, not transactional. We help you think through your buying process, understand what's possible, and design solutions based on real fund and corporate admin experience, not generic templates.

Our implementation approach

Discovery and solution design

We run a Solution Methodology Workshop to understand your challenges, define success, and identify 2-3 initial use cases to begin with.

Three colleagues in a meeting, discussing charts and notes with a whiteboard full of sticky notes and diagrams in the background.

Configuration with your team

Our consultants build solutions live within Enate alongside your team using drag-and-drop, no code technology.

Three professionals in a meeting analyzing workflow charts on a laptop and large screen.

Pilot and rollout

We start with a focused pilot across one team or jurisdiction to prove value fast, then scale strategically.

Four young professionals discussing data charts with a laptop and a screen showing team efficiency metrics in a modern office.

Ongoing support

Implementation doesn't end on the go-live date. Our global Customer Expert team is committed to your success and expansion.

Three call center employees wearing headsets and working at computers in a bright office.

How Vistra deployed Enate in 10 weeks

Vistra rolled out Enate across 100+ users within 10 weeks of initial deployment.

Six months later, they had 500 users live with plans to scale to 2,500 in 2026.

"The beauty of Enate is you can plug, play, and deploy pretty quickly, in 6-8 weeks. For us, that's become the blueprint of what's possible."
Person with short hair wearing black glasses, a mustard yellow lace top, and a dark blazer looking to the side against a warm wooden background.
Kiran Sinharoy
Managing Director at Vistra

What you get with Enate professional services

Man wearing a dark blue button-up shirt speaking in front of a wooden slat wall.
Industry experts

Our team has deployed Enate for entity management, client onboarding, NAV processing, and compliance operations. We know fund admin workflows inside out.

Digital workflow diagram on a black background with nodes and connecting lines, featuring cards labeled Capture Invoice due in 4 days, Initialise due in 2 days, and Project Plan due in 15 days.
Fast deployment

Live in 6-8 weeks with workflows that work from day one, not generic templates requiring months of customisation.

Woman in orange jacket working at a desk with paperwork, laptop, and cardboard boxes in a bright office.
Change management support

Technology only works if teams adopt it. We support on change management so that roll out is prompt and stress-free.

Start small, scale fast

Phase 1

Pilot (6-8 weeks)

Deploy for one service line or jurisdiction. Demonstrate ROI and gather proof points.

Phase 2

Expand (3-6 months)

Roll out to additional teams based on proven workflows. Scale what works.

Phase 3

Optimize (ongoing)

Add integrations, implement AI features, and continuously improve based on data.

See how Enate's professional services work

Our team will walk you through our implementation approach and show you how we've helped similar fund administrators deploy in weeks, not years.

Book a call
Check eligibility