Skip navigation

How to Evolve Your Financial Reports to Get Back in the Driver’s Seat

Now Available On Demand

In this rapidly shifting landscape, wealth and asset managers know that yesterday’s data is already out-of-date.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 17, 2021 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 explain:

  • 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
  • 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.

Sponsored by



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

Ben Collins
Senior Director of Industry Marketing
Sage Intacct