Webinar—Evolve Financial Reports to Get Back in the Driver’s Seat

Thursday, June 24th at 11 AM PT / 2 PM ET

In this rapidly shifting landscape, wealth and asset managers know that yesterday’s data is already out-of-date. If you’re struggling to synthesize information and it’s a lengthy, painstaking exercise to create meaningful reports, your financial reporting could be holding you back. In a real-time world, having the right information at your fingertips at all times is the difference between looking in the rear-view mirror and taking the wheel.

Join us on June 24th for a webinar with Ben Collins and Kelly Gonyea from Sage Intacct to learn how leading organizations in the wealth and asset management space have been able to eliminate the information lag in their financial reporting. During the conversation they will touch on:

  • Why out-of-the-box reports may not deliver the insights you’re looking for;
  • How you can move beyond spreadsheets and data exports for report creation; and
  • How wealth and asset management firms are using data to empower strategic decisions.


We hope you can join us for what promises to be an enlightening look at how you can harness data to not only show where you are today – but help guide where your organization is headed tomorrow.

Expert Panel

Profile 1 Image

Stefanie Maragna

VP Corporate
Marketing & Events

David Appel

Head of Software
and SaaS

David Appel

Head of Software
and SaaS

David Appel

Head of Software
and SaaS

Join the webinar