Category: Blog

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 …

KnowLedger™ was honored to be selected from among more than 200 Sage Intacct Marketplace partners and named Industry Solution Partner of the Year 2021 by Sage Intacct, on November 9th. …

Sometimes, the most effective way to address a challenge is to recognize that it does not require a solution. One such challenge arises from the interplay between your investment/performance system …

Since the celebration of Groundhog Day is based in Pennsylvania, I thought it was appropriate that, as a PA native, I focus an article on the subject. In the movie …