Automate, accelerate, and enhance the investment account data feed to your GL
Automate the data feed from your investment accounts to your GL with intelligent, rules-based data management that improves the detail, accuracy, and speed.
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.
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
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)
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.
KnowLedger™ has helped to free up our accountants who now can focus on reviewing the data and making decisions.