Webinar—Best Practices of a Data-Driven Wealth Management Leader: Halstatt Tells All

Join us on Thursday, June 27th at 11 AM PT / 2 PM ET

When the bulk of your financial data is located in numerous spreadsheets, in disparate systems, and across multiple entities, how can you make smarter decisions, fast? This is a common challenge within financial services organizations. So, how do finance leaders win despite the odds?

Join Jason Gabauer, VP of Finance of Halstatt, LLC, a successful real estate developer who manages more than $100 million in AUM, as he shares how he became more data-driven and strategic -- without increasing operational costs or headcount. In this webinar, Jason and Sage Intacct discuss how to:

  • Dramatically reduce financial consolidation time to minutes
  • Access consolidated views across multiple entities for integrated reporting
  • Gain real-time insights across funds, assets, locations, and currencies

Uncover a better path to smarter, data-driven decision-making. Join us.

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