Deeper Financial Data at your Fingertips
Regardless of the amount of assets under management (AUM) at your firm, if you’re a Chief Financial Officer or Chief Investment Officer, the challenges are relentless.
You need to integrate data from different systems; continuously calculate fair market value (FMV) and net asset value (NAV) for your diverse portfolios, monitor cash-on-cash performance; consolidate results across multiple operating companies into a single holding company; and create timely and actionable reports for your board.
Since that has to happen in hours, not weeks, you need to look past Great Plains, Xero, and Excel to find a true cloud-based financial management platform for your investment management needs.
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