Trends in Operational Metrics Show Demand for Greater Insights

By Robert Reid, CEO, Intacct Corporation Every modern business uses software management systems, but the best use systems that bring strategic, operational, and financial data together to support and optimize a performance-driven organization. For software companies in 2015, this requires new attributes, focus changes in metrics, and a comprehensive view of growth. Elevation of SaaS…

Family Office Monthly Reporting

The accounting department has long been viewed as custodian and curator of financial data. However, whether it’s bringing the data together or distributing the financial results broadly, the financial reporting process has long been an onerous drudgery of information assembly, validation, and reporting. The Family Office monthly reporting process for many is sometimes measured in weeks,…

Wealth Management By The Numbers

This simple success story discusses how one financial services firm was able to scrap Excel & Dynamics GP, as well as reduce financial reporting time Following some simple steps outlined in this whitepaper on Driving Performance in Wealth Management Firms, you can expect to drastically reduce financial reporting time, and obtain a single source of…