Details from a published whitepaper from Schwab Advisor Family Office provides insight into the operational needs that will need to come together to provide the appropriate services to the UHNW …
Are you using small business solutions for your large business operations. We all grow up sooner or later, in some ways, but the toys of our past youth are simplistic …
Family Office Automation: Onboarding the Technology You Need for the Results You Want Watch or read the news and it can seem like each week ushers in a new technology …
In the following video, Greg Silverman from ClarityEdge talks about how you can bridge the gap on leveraging best of breed approach that can allow a firm to focus on …
Managing a family office’s finances is exponentially challenging when dealing with multiple clients with unique needs. Before developing workflows within an accounting system or leveraging user-defined books and dimensions, as …
In the following video, Andrew Russell from SAOS (Strategic Accounting Outsource Solutions) talks about their use of KnowLedger in their business. As the name implies, SAOS provides outsourced accounting to …
First Rate and KnowLedger join forces to support new and current customers with the transformation of custodian/bank data into Sage Intacct general ledger accounting platform. Historically, investment data is transformed …
Problem: Journal entries done by hand Solution: iJEn – the Investment Journal Entry Network Let’s start with the bottom line: You don’t have to perform journal entries by hand. There …
The following video shows how KnowLedger will sync Addepar and Sage Intacct to ensure your data is accurately and efficiently updated in both systems. https://www.youtube.com/watch?v=1kzltXiBM7E
At KnowLedger, we sometimes have discussions with clients that begin: “When I process all of the transactions from my investment system, the total of the transactions does not equal what …
