Both Single Family Offices (SFOs) and Multi-Family Offices (MFOs) want streamlined efficiency in data management and monthly reporting for the families they serve. KnowLedger delivers that efficiency in smooth data flow from source to GL.
Whether you are a Value Added Reseller (VAR), an accounting firm or are part of the Sage Intacct Accounting Program (SIAP), KnowLedger provides an efficient way for your team to eliminate hours of tedious journal entry work.
Foundations, Non-Profits, Religious Organizations
Get out of the data game and back into providing oversight to charitable activities. KnowLedger facilities streamlined data flow to the GL, providing a rich data reporting experience to keep you on track.
Higher education institutions face mountains of data in investment accounts which must sync to the GL. KnowLedger provides a seamless connection from source data to the GL to eliminate long hours of error-prone, manual data entry.
Registered Investment Advisors (RIAs) that service UNHW clients can use KnowLedger to include the investment data into the GL. This will give the RIA the ability to provide the full service that UHNW clients demand.