Success & Action – The Relationship
  • By zoltan-szakal
  • March 23, 2017

Each week I look forward to writing my blog post.  I always try to make it interesting, perhaps thr ...

Wealth Management
“I Need This” – Heard at the SFO Summit About Intacct
  • By zoltan-szakal
  • March 2, 2017

That’s right, we heard that verbatim at the Single Family Office Summit which we recently sponsore ...

Wealth Management
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
Dashboard Reports
  • By zoltan-szakal
  • December 22, 2016

  Dashboard Reports are to businesses what cockpit control panels are to pilots. It’s the b ...

Views From The Cloud Wealth Management
Aggregate Data – The Data Driven CFO
  • By zoltan-szakal
  • December 15, 2016

Approach 2 – Aggregate data from disparate sources to improve analysis Today, leading finan ...

Views From The Cloud Wealth Management
Family Office Dashboards – The D In CCD
  • By zoltan-szakal
  • November 23, 2016

  Many financial professionals who work in the Family Office space of the wealth management ...

Views From The Cloud Wealth Management