{"id":35837,"date":"2026-03-09T10:38:30","date_gmt":"2026-03-09T14:38:30","guid":{"rendered":"https:\/\/www.sage.com\/en-us\/blog\/?p=35837"},"modified":"2026-03-09T10:38:31","modified_gmt":"2026-03-09T14:38:31","slug":"wealth-and-asset-management-regulatory-outlook-overcoming-finance-headwinds","status":"publish","type":"post","link":"https:\/\/www.sage.com\/en-us\/blog\/wealth-and-asset-management-regulatory-outlook-overcoming-finance-headwinds\/","title":{"rendered":"Wealth and asset management regulatory outlook: Overcoming finance headwinds"},"content":{"rendered":"<header class=\"entry-header has-dark-background-color entry-header--standard\">\n\t<div class=\"container\">\n\t\t<div class=\"entry-header__row row align-center\">\n\t\t\t<div class=\"col col-lg-7 col-xlg-6 entry-header__content\">\n\t\t\t\t\t\t\t<div class=\"component component-single-header\">\n\t\t\t\t\t\t\t\t\t\t<div class=\"entry-header__misc text--subtitle text--uppercase text--small\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/www.sage.com\/en-us\/blog\/category\/money-matters\/\" class=\"entry-header__link\">Money Matters<\/a>\t\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t<div class=\"entry-title-wrapper\">\n\t\t\t\t\t<h1 class=\"entry-title\">\n\t\t\t\t\t\tWealth and asset management regulatory outlook: Overcoming finance headwinds\t\t\t\t\t<\/h1>\n\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t\t\t<p class=\"entry-header__description\">\n\t\t\t\t\t\tNew regulations like Form PF amendments and Regulation S-P are reshaping wealth and asset management finance. Learn how modern fund accounting software and automation help firms improve compliance, accelerate closes, and strengthen investor confidence.\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<div class=\"col col-8 col-lg-4 entry-header__image\">\n\t\t\t<figure class=\"entry-header__thumbnail js-hero-section\">\n\t\t\t\t<img decoding=\"async\" width=\"1200\" height=\"800\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2025\/11\/enterprise-fixed-asset-strrategy.jpg\" class=\"entry-header__thumbnail-image\" alt=\"\" fetchpriority=\"high\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2025\/11\/enterprise-fixed-asset-strrategy.jpg 1200w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2025\/11\/enterprise-fixed-asset-strrategy-768x512.jpg 768w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" \/>\t\t\t<\/figure>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t<\/div>\n\t\t<div class=\"single-post-details container\">\n\t\t<div class=\"col\">\n\t\t\t<span class=\"posted-on \">Published <time class=\"entry-date published\" datetime=\"2026-03-09T10:38:30-04:00\">March 9, 2026<\/time><\/span><span class=\"reading-time\"> min read<\/span>\n\t\t<button\n\t\t\ttype=\"button\"\n\t\t\tclass=\"social-share-button button button--icon button--secondary js-social-share-button\"\n\t\t\tdata-share-title=\"Wealth and asset management regulatory outlook: Overcoming finance headwinds\"\n\t\t\tdata-share-url=\"https:\/\/www.sage.com\/en-us\/blog\/wealth-and-asset-management-regulatory-outlook-overcoming-finance-headwinds\/\"\n\t\t\tdata-share-text=\"Please read this interesting article\"\n\t\t>\n\t\t\t<span class=\"social-share-button__share-label\">Share<\/span>\n\t\t\t<span class=\"social-share-button__copy-label\" hidden>Copy Link<\/span>\n\t\t\t<span class=\"social-share-button__copy-tooltip\" aria-hidden=\"true\" hidden>Copied<\/span>\n\t\t<\/button>\n\n\t\t\t\t<\/div>\n\t<\/div>\n\t<\/header>\n\n\n\n<div class=\"wp-block-post-author has-dark-background-color alignfull\">\n\t<div class=\"container\">\n\t\t<div class=\"col\">\n\t\t\t\t\t\t\t<div class=\"co-authors\">\n\t\t\t\t\t\n\t\t<div class=\"entry-author-wrapper\">\n\t\t\t<a class=\"entry-author\" href=\"https:\/\/www.sage.com\/en-us\/blog\/author\/chriswatkins\/\">\n\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"40\" height=\"40\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2025\/11\/CWatkins.jpg-2-350x350.jpg\" class=\"entry-author__image\" alt=\"Chris Watkins\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2025\/11\/CWatkins.jpg-2-350x350.jpg 350w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2025\/11\/CWatkins.jpg-2-768x768.jpg 768w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2025\/11\/CWatkins.jpg-2.jpg 800w\" sizes=\"auto, (max-width: 40px) 100vw, 40px\" \/>\t\t\t\t<span class=\"entry-author__name\">Chris Watkins<\/span>\n\t\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t<\/div>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\">Regulation is reshaping wealth and asset management at a structural level. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Disclosure requirements are expanding, reporting timelines are tightening, and investors expect greater transparency across liquidity, fees, and risk exposure. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For finance leaders, this is no longer just a compliance conversation. It is an operational one.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">As regulatory intensity increases, the ability to deliver accurate, auditable, near-real-time data has become a defining performance metric. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Firms that modernize their finance infrastructure can transform compliance from a burden into a competitive advantage. Those that rely on legacy systems risk falling behind as expectations accelerate.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what we cover:<\/p>\n\n\n<?xml encoding=\"utf-8\" ?><div class=\"wp-block-yoast-seo-table-of-contents yoast-table-of-contents\"><ul><li><a href=\"#h-the-new-reality-of-fund-finance-compliance-vs-profitability\" data-level=\"2\">The new reality of fund finance: compliance vs. profitability<\/a><\/li><li><a href=\"#h-managing-regulatory-intensity-from-form-pf-to-reg-s-p\" data-level=\"2\">Managing regulatory intensity: From Form PF to Reg S-P<\/a><\/li><li><a href=\"#h-legacy-systems-can-t-keep-up\" data-level=\"2\">Legacy systems can&rsquo;t keep up<\/a><\/li><li><a href=\"#h-the-cost-of-inefficiency-is-rising\" data-level=\"2\">The cost of inefficiency is rising<\/a><\/li><li><a href=\"#h-automation-builds-credibility\" data-level=\"2\">Automation builds credibility<\/a><\/li><li><a href=\"#h-control-is-confidence\" data-level=\"2\">Control is confidence<\/a><\/li><li><a href=\"#h-the-era-of-audit-ready-finance\" data-level=\"2\">The era of audit-ready finance<\/a><\/li><\/ul><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-the-new-reality-of-fund-finance-compliance-vs-profitability\"><strong>The new reality of fund finance: compliance vs. profitability<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Fees are under pressure, filings are multiplying, and regulatory deadlines are accelerating. For CFOs and controllers in wealth and asset management, the question isn\u2019t whether compliance will reshape their operations\u2014it\u2019s how fast they can adapt without losing control or profitability. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Increasingly, that adaptation depends on modern fund accounting software capable of keeping pace with regulatory and investor demands.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The next two years will test every finance team\u2019s capacity for speed, accuracy, and assurance. Form PF Amendments (effective Oct 2026), Regulation S-P Final Rule (effective Dec 2025), and ILPA v2.0 transparency templates are converging into a single expectation: continuous visibility. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Investors want near-real-time insight into liquidity, fees, and ESG exposure, while regulators want auditable proof that firms can deliver it\u2014backed by data lineage for compliance that clearly traces every number to its source.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">According to <a href=\"https:\/\/www.pwc.com\/us\/en\/industries\/financial-services\/library\/asset-wealth-management-trends.html\" target=\"_blank\" rel=\"noreferrer noopener\">PwC\u2019s <em>Next in Asset and Wealth Management 2025<\/em> report<\/a>, 80% of wealth and asset management leaders say disruptive tech like AI, cloud, and automation will fuel revenue growth. Yet it\u2019s estimated that 85% of firms still rely on legacy or on-prem systems that can\u2019t deliver those capabilities. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">That gap has turned finance modernization from a back-office upgrade into a front-office necessity\u2014one increasingly addressed through unified ledger systems and automation.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Key Regulatory Deadlines for WAM Leaders:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Regulation S-P Final Rule: Effective Dec 2025<\/li>\n\n\n\n<li>Form PF Amendments: Effective Oct 2026<\/li>\n\n\n\n<li>ILPA v2.0: New transparency templates<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-managing-regulatory-intensity-from-form-pf-to-reg-s-p\"><strong>Managing regulatory intensity: From Form PF to Reg S-P<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The compliance calendar has become a 12-month cycle. Quarterly Form PF disclosures, annual Reg S-P attestations, and rolling LP updates have created what many Controllers now call \u201ctwelve months of audit season.\u201d<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">These mandates aren\u2019t temporary. They represent a structural shift toward transparency by design. Each rule demands richer data, faster delivery, and defensible evidence, all of which depend on unified systems. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Manual spreadsheets and disparate ledgers simply can\u2019t sustain that rhythm, nor can they support automated regulatory reporting at scale.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Outside of missing a deadline, the biggest risk is sending numbers you don\u2019t fully trust.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-legacy-systems-can-t-keep-up\"><strong>Legacy systems can\u2019t keep up<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Despite record AUM growth with private credit and hybrid funds expected to expand by roughly 12% annually through 2027, finance infrastructure has lagged.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Most firms still depend on Excel-heavy or mid-market ERP environments that fragment fund data across entities and geographies. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The result: manual reconciliations, inconsistent ILPA reporting, and a lack of audit trails robust enough for SEC review. Without fund accounting software designed for multi-entity complexity and data lineage for compliance, transparency becomes difficult to defend.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Deloitte\u2019s <a href=\"https:\/\/www2.deloitte.com\/us\/en\/insights\/industry\/financial-services\/financial-services-industry-outlooks\/investment-management-industry-outlook.html\" target=\"_blank\" rel=\"noreferrer noopener\">2026 Investment Management Outlook<\/a> warns that firms lacking integrated data infrastructure will struggle to compete on speed, accuracy, and transparency.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-the-cost-of-inefficiency-is-rising\"><strong>The cost of inefficiency is rising<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Margin compression is real, and operational inefficiency amplifies the impact. Manual processes don\u2019t just slow reporting, they create hidden costs in overtime, audit preparation, and delayed decision-making. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Every reconciliation delay pushes investor reporting further from real time, undermining transparency at a moment when LP expectations are at their peak.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Firms that cling to legacy systems often face extended month-end closes, fragmented data, and reactive workflows. These inefficiencies erode trust and make it harder to deliver timely insights without unified ledger systems that consolidate data across funds, entities, and jurisdictions.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-automation-builds-credibility\"><strong>Automation builds credibility<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Automation is becoming the new assurance standard. By replacing manual consolidations with audit-ready automation, firms can achieve dramatically faster closes, improved accuracy, and stronger compliance controls through automated regulatory reporting.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">When every transaction, approval, and allocation is captured automatically, compliance shifts from a checkbox exercise to a confidence mechanism. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Audit trails become inherent, supported by embedded data lineage for compliance, and visibility extends across entities, funds, and investors\u2014turning operational discipline into a strategic advantage.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-control-is-confidence\"><strong>Control is confidence<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The most forward-thinking finance leaders no longer view compliance as constraint; they treat it as catalyst. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">By connecting data, automating workflows, and designing fund accounting software environments for audit\u2011readiness, they turn regulatory pressure into Operational Alpha\u2014the discipline that satisfies regulators and inspires investors alike.<\/p>\n\n\n\n<figure class=\"wp-block-pullquote\"><blockquote><p>\u201cAudit-ready automation isn\u2019t just faster\u2014it\u2019s trust, on demand.\u201d<\/p><cite>\u2014 CFO, Institutional Asset Manager<\/cite><\/blockquote><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">The payoff is tangible. Firms with unified, cloud\u2011based finance and unified ledger systems report:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Up to 90% faster closes<\/li>\n\n\n\n<li>Fewer audit exceptions<\/li>\n\n\n\n<li>Improved LP reporting speed and accuracy<\/li>\n\n\n\n<li>Higher team retention as manual tasks disappear<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-the-era-of-audit-ready-finance\"><strong>The era of audit-ready finance<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The next era of regulation will reward those who treat control, transparency, and data discipline as core performance metrics. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Form PF and Reg S-P may raise the compliance bar, but they also redefine opportunity: firms that modernize now\u2014through automation, unified data, and automated regulatory reporting\u2014will lead with investor confidence and operational clarity.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Audit-ready automation turns risk into resilience and regulation into return.<\/p>\n\n\n\n<div class=\"single-cta gated-content\">\n\t<div class=\"single-cta__positioner on-scroll-highlight__target\">\n\t\t<div class=\"single-cta__wrapper has-dark-background-color\">\n\t\t\t<div class=\"single-cta__content\">\n\t\t\t\t\t\t\t\t<h2 class=\"single-cta__title h3\">A new era of fund finance is here<\/h2>\n\n\t\t\t\t\t\t\t\t\t<div class=\"single-cta__description\">\n\t\t\t\t\t\t<p><!-- wp:paragraph --><\/p>\n<p>Explore more insights on how regulatory shifts, investor expectations, and technology trends are redefining finance leadership in our report \u201cProtecting Performance: Turning Regulatory Pressure into Operational Strength.&#8221;<\/p>\n<p><!-- \/wp:paragraph --><\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a\n\t\t\t\t\t\thref=\"#gate-8e41d433-d724-4c49-a20d-a90396ac3277\"\n\t\t\t\t\t\tclass=\"single-cta__button button button--primary\"\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t>Download 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https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2025\/08\/Mar2025_GB-Trucking-Logistics_0636-768x512.jpeg 768w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2025\/08\/Mar2025_GB-Trucking-Logistics_0636-1214x810.jpeg 1214w\" sizes=\"auto, (min-width: 48em) 250px, (min-width: 30em) 100vw, 100vw\" \/>\t\t\t\n\t\t\t\n\t\t\t\t\t<\/figure>\n\t<\/div>\n\n\t<div class=\"card-post__content\">\n\t\t\t\t\t<div class=\"card-post__label\">Recommended<\/div>\n\t\t\n\t\t\t\t\t<div class=\"card-post__meta\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"posted-on \"><time class=\"entry-date published\" datetime=\"2026-10-02T09:00:00-04:00\">October 2, 2026<\/time><\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"reading-time\">9 min read<\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\n\t\t<p class=\"card-post__title h3\">\n\t\t\t\t\t\t\t<a\n\t\t\t\t\tclass=\"card-post__title-link\"\n\t\t\t\t\thref=\"https:\/\/www.sage.com\/en-us\/blog\/agentic-ai-in-supply-chain\/\"\n\t\t\t\t>\n\t\t\t\n\t\t\tAgentic AI in supply chain: How AI agents move operations from reactive to resilient\n\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t<\/p>\n\n\t\t\n\t\t\t\t\t<p class=\"card-post__description\">\n\t\t\t\tAI agents can help supply chain teams turn data into action, from managing supplier and inventory risks to responding to disruptions. Explore practical applications and how to prepare.\t\t\t<\/p>\n\t\t\n\t\t\t<\/div>\n\n\t<\/article>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\n\t\t\t\t\t<div class=\"row related-posts__non-featured\">\n\t\t\t\t<div class=\"col col-12\">\n\t\t\t\t\t<h2 class=\"related-posts__heading related-posts__heading--more h4\">More on this Topic<\/h2>\n\t\t\t\t<\/div>\n\n\t\t\t\t\n\t\t\t\t\t<div class=\"col col-6 col-lg-3 card-grid__item\">\n\t\t\t\t\t\t<article\n\t\tclass=\"card-post related-post related-post-1 post-27719 post type-post status-publish format-standard has-post-thumbnail hentry category-accountants category-money-matters tag-accounting-101 tag-automation tag-sage-accounting business_type-small-business business_type-growing-business\"\n>\n\t\t\t<a\n\t\t\tclass=\"card-post__link\"\n\t\t\thref=\"https:\/\/www.sage.com\/en-us\/blog\/accounts-payable-process\/\"\n\t\t\t\t\t>\n\t\t\t<figure class=\"card-post__media\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"684\" height=\"384\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1190223207-684x384.jpg\" class=\"card-post__image\" alt=\"\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1190223207-684x384.jpg 684w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1190223207-768x512.jpg 768w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1190223207-1215x810.jpg 1215w\" sizes=\"auto, (min-width: 48em) 250px, (min-width: 30em) 100vw, 100vw\" \/>\t\t\t\n\t\t\t\n\t\t\t\t\t<\/figure>\n\n\t\t\n\t\t\t\t\t<div class=\"card-post__meta\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"posted-on \"><time class=\"entry-date published\" datetime=\"2026-09-30T08:54:36-04:00\">September 30, 2026<\/time><\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span 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class=\"card-post__media\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"684\" height=\"384\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-1355438061-684x384.jpg\" class=\"card-post__image\" alt=\"Lady carrying cartons\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-1355438061-684x384.jpg 684w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-1355438061-768x432.jpg 768w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-1355438061-1440x810.jpg 1440w\" sizes=\"auto, (min-width: 48em) 250px, (min-width: 30em) 100vw, 100vw\" \/>\t\t\t\n\t\t\t\n\t\t\t\t\t<\/figure>\n\n\t\t\n\t\t\t\t\t<div class=\"card-post__meta\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"posted-on \"><time class=\"entry-date published\" 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business_type-growing-business\"\n>\n\t\t\t<a\n\t\t\tclass=\"card-post__link\"\n\t\t\thref=\"https:\/\/www.sage.com\/en-us\/blog\/order-to-cash-process-otc-o2c\/\"\n\t\t\t\t\t>\n\t\t\t<figure class=\"card-post__media\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"684\" height=\"384\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1190223207-684x384.jpg\" class=\"card-post__image\" alt=\"\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1190223207-684x384.jpg 684w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1190223207-768x512.jpg 768w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1190223207-1215x810.jpg 1215w\" sizes=\"auto, (min-width: 48em) 250px, (min-width: 30em) 100vw, 100vw\" \/>\t\t\t\n\t\t\t\n\t\t\t\t\t<\/figure>\n\n\t\t\n\t\t\t\t\t<div class=\"card-post__meta\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"posted-on \"><time class=\"entry-date published\" datetime=\"2026-06-10T12:23:35-04:00\">June 10, 2026<\/time><\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"reading-time\">12 min read<\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\n\t\t<p class=\"card-post__title h5\">\n\t\t\tWhat is the Order to Cash process?\t\t<\/p>\n\n\t\t\t<\/a>\n\t\n\t\n\t\t\n\t\n\t<\/article>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n<\/section>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>New regulations like Form PF amendments and Regulation S-P are reshaping wealth and asset management finance. Learn how modern fund accounting software and automation help firms improve compliance, accelerate closes, and strengthen investor confidence.<\/p>\n","protected":false},"author":1892,"featured_media":33399,"menu_order":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_yoast_wpseo_is_cornerstone":"","_yoast_wpseo_meta-robots-noindex":"","_yoast_wpseo_meta-robots-nofollow":"","_yoast_wpseo_opengraph-title":"","_yoast_wpseo_opengraph-description":"","_yoast_wpseo_opengraph-image":"","_yoast_wpseo_opengraph-image-id":"","_yoast_wpseo_twitter-title":"","_yoast_wpseo_twitter-description":"","_yoast_wpseo_twitter-image":"","_yoast_wpseo_twitter-image-id":"","_yoast_wpseo_schema_page_type":"","_yoast_wpseo_schema_article_type":"","_sage_video":false,"_yoast_wpseo_focuskeywords":"","_yoast_wpseo_keywordsynonyms":"","_yoast_wpseo_primary_category":"43","sage_membership_post_content_type":"article","sage_membership_post_featured_video_id":"","sage_membership_post_video_type":"trailer","sage_membership_post_featured_video_duration":"","post_featured_image_hide":false,"sage_hide_published_date":false,"sage_hide_read_time":false,"sage_hide_share_buttons":false,"_pwl_sage_podcast_buzzsprout_src":"","footnotes":""},"categories":[43],"tags":[334],"business_type":[41],"lilypad":[],"context":[],"industry":[57],"persona":[],"imagine_tag":[],"coauthors":[1034],"class_list":["post-35837","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-money-matters","tag-automation","business_type-growing-business","industry-financial-services"],"sage_meta":{"region":"en-us","author_name":"Chris Watkins","featured_image":"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2025\/11\/enterprise-fixed-asset-strrategy.jpg","imagine_tags":[]},"distributor_meta":false,"distributor_terms":false,"distributor_media":false,"distributor_original_site_name":"Sage Advice US","distributor_original_site_url":"https:\/\/www.sage.com\/en-us\/blog","push-errors":false,"_links":{"self":[{"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/posts\/35837","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/users\/1892"}],"replies":[{"embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/comments?post=35837"}],"version-history":[{"count":0,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/posts\/35837\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/media\/33399"}],"wp:attachment":[{"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/media?parent=35837"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/categories?post=35837"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/tags?post=35837"},{"taxonomy":"business_type","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/business_type?post=35837"},{"taxonomy":"lilypad","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/lilypad?post=35837"},{"taxonomy":"context","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/context?post=35837"},{"taxonomy":"industry","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/industry?post=35837"},{"taxonomy":"persona","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/persona?post=35837"},{"taxonomy":"imagine_tag","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/imagine_tag?post=35837"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/coauthors?post=35837"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}