Closing the Books – It Doesn’t Have to be Difficult!
  • By josh-szakal
  • August 4, 2017

As a CFO, Accountant, Bookkeeper, or even someone who works alongside one of these individuals, you ...

Views From The Cloud Wealth Management
Family Office & Private Equity Deal Flow Collaboration
  • By josh-szakal
  • July 12, 2017

According to Investopedia* – While deal flow can be generated from a number of sources, the propos ...

Views From The Cloud Wealth Management
Making the Switch – Historian to Futurist
  • By josh-szakal
  • May 18, 2017

I have had the opportunity to attend various tradeshows and events as a member of the Black River Te ...

Views From The Cloud Wealth Management
Trends in Operational Metrics Show Demand for Greater Insights
  • By zoltan-szakal
  • March 16, 2017

Every modern business uses software management systems, but the best use systems that bring strategi ...

Views From The Cloud
Blinded By Experience!
  • By zoltan-szakal
  • February 23, 2017

Yes, it is true, we can be blinded by experience. The more we know about something, the more incline ...

Views From The Cloud
A Move To The Cloud & The Dickens Process – Really???
  • By zoltan-szakal
  • February 16, 2017

Can our decision of a move to the cloud and The Dickens Process be related?  The Dickens Process is ...

Views From The Cloud Wealth Management
Family Office Monthly Reporting
  • By zoltan-szakal
  • February 9, 2017

The accounting department has long been viewed as custodian and curator of financial data. However, ...

Views From The Cloud Wealth Management
Single Family Office Summit
  • By zoltan-szakal
  • February 2, 2017

  We are looking forward to once again being a sponsor at a Family Office event. On February ...

Views From The Cloud Wealth Management
Wealth Management By The Numbers
  • By zoltan-szakal
  • January 19, 2017

This simple success story discusses how one financial services firm was able to scrap Excel & Dy ...

Views From The Cloud Wealth Management
Wealth And Asset Management Firms Thriving With Intacct
  • By zoltan-szakal
  • January 12, 2017

A true cloud based accounting system for investment management The Infographic below speaks for its ...

Intacct Enthusiasts Views From The Cloud Wealth Management