Beyond the Numbers Blog

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What You Should Expect From Your Software Vendor

Posted on 15 March 2015 in Tips and Tricks

Satisfying your customer expectations is how we all stay in business. But to thrive, a software vendor needs to go above and beyond just what a customer expects and deliver service that they will love. From our ten plus years working with clients, here’s what you should ask your software vendors about in order to get outstanding service.

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Scaling Technology as You Grow

Posted on 6 February 2015 in Tips and Tricks

Fund Administrators have to be flexible. They often maintain the official books and records for their clients. As their clients grow and they continue to add new clients, their technology solution has to be flexible enough to grow as well.

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Preserving Wealth Across Generations

Posted on 18 January 2015 in Tips and Tricks

In managing a family office, you’re not only managing family wealth, but the family issues around that wealth. All families are concerned with how to preserve their wealth for future generations. As a family office employee, here’s a few ways that you can help prepare the family in this process.

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Investment Accounting Needs More Than Excel

Posted on 30 November 2014 in Tips and Tricks

You probably use Excel a lot in your day to day work. You might even store all of the accounting data for your investments there. But Excel isn’t an accounting program. There’s no accuracy and verification mechanism in place. There’s no double entry, there’s little organization to the numbers beyond what you construct, there’s nothing that verifies that the data you entered makes sense. While Excel is a great spreadsheet tool, trying to get it to work for the complex accounting that you do every day is going to take a lot of files and a lot of workarounds.

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