Client Login Request Demo Acquired robust accounting features, advanced client support, and flexible reporting Background Aquilance, a Connecticut-based firm, offers financial administration services to high net worth families, ensuring timely and accurate reports to simplify complex personal finances. However, as client demands for expanded reports grew, Aquilance sought a solution that could seamlessly integrate investment…
Family Office
TFO Phoenix Company
Client Login Request Demo Enhanced efficiency, optimized workflow, and increased report flexibility Background Founded in 2011, TFO Phoenix, an Arizona-based family office, managed over $2.4 billion in assets. While they initially relied on spreadsheets for partnership accounting, the growing complexity of their operations and partnerships prompted them to reconsider this approach. Their quest for a…
PKF O’Connor Davies
Client Login Request Demo Improved reporting and efficiently managed diverse investments Background PKF O’Connor Davies, LLP, a rapidly expanding certified public accounting and advisory firm, boasts a presence in the Northeastern U.S. with over 600 professionals. In 2007, as they ventured into the fund administration business to complement their existing services, they faced the challenge…
The Lupton Company
Client Login Request Demo Reduced work time from three days to one, boosting efficiency Background The Lupton Company, LLC is a Chattanooga-based single-family office providing investment, management, legal, and other services to the Lupton family members. They faced challenges due to the large number of family entities and ownership structures, requiring a flexible accounting and…