Regardless of the amount of assets under management at your firm, there are many challenges. You need to integrate data from different systems, calculate fair market value and net asset value, monitor cash-on-cash performance, consolidate results across multiple operating companies, and create timely and actionable reports. You need a true cloud-based Wealth Management Accounting Software. With Intacct, many Wealth and Asset Management Firms are seeing noticeable results after making the switch. You can expect to maximize your return on investment within as little as 3 months.
Ready to learn more about Next Generation Cloud Accounting for Family Office and Wealth Management? Download our fact sheet by filling out the form below. Learn how your Legacy Approaches are putting a strain on your firm, and just aren't good enough anymore for data-driven Chief Investment and Chief Financial Officers.
Black River Technologies is a proud charter member of the Family Office Club, and is a VIP sponsor of the Deal Flow Summit on July 14th, 2017 at the Julia Morgan Ballroom in San Francisco.