Sponsored by InvestCloud
Change can be hard. And for many wealth advisors, moving to a new accounting system is thought to be too big a hassle and not worth the effort. But the reality is that yesterday’s accounting systems are becoming too costly to maintain and often aren’t up for handling today’s wealth management tasks. Advisors need sophisticated accounting systems designed to handle a more complex range of products and services; from hedge funds to multi-currency accounts. Fortunately, upgrading your accounting system doesn’t have to be so hard.
Read this white paper to learn more about InvestCloud’s three-step conversion process—and the benefits an upgraded system can bring to your practice.