Having a single database of investment transactions and a single Invest|Pro™ general ledger from which to extract a trial balance has significantly reduced timescales and greatly improved the robustness of the process. Invest|Pro™ has completely transformed our operations.
We chose Invest|Pro™ to automate and consolidate our administration functions and the 35% cost savings and efficiencies that have resulted have been exceptional. These efficiencies have also allowed us to provide our clients with better service and products - which is where our core competencies lie.
Head of Finance