You control the implementation of your defi SOLUTIONS LOS and make it happen how and when you want. Your defi product manager works with you as needed to help you identify and achieve your goals.
With the defi SOLUTIONS LOS, there is no more waiting on your LOS vendor to provide the customization you need. You complete the setup process on your own, including the design of new pages; configuration of dropdowns, custom fields, security roles, user and permission assignments; and seamless integration with defi ANALYTICS for custom reports.
The defi SOLUTIONS team is available to assist you as needed. defi SOLUTIONS takes a train-the-trainer approach to knowledge hand-off. We empower your team and help you get up and running quickly.
Get help from a dedicated product
owner if you need it.
Establish a configuration page to
drive everything in your system.
Take advantage of >35 pre-integrated
partners or customize with more.
You set up users, roles
Client Defined Fields
Create your own custom fields
and drop downs.
Define formulas to use as
custom data elements.