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Best Practices of a Data-Driven Wealth Management Leader

Available On Demand

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 firm 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

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

Sponsored by



Jason Gabauer
VP of Finance
Halstatt, LLC