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.