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"We went from being a non-federal, tax-paying entity so we had to make big changes to our investment portfolio and to our accounting processes."
“The timeliness and the reporting is excellent. But so is the automation. We feel great about the data. There’s so much less manual work."
Addepar is the financial operating system that brings common sense and data-driven investing to their financial world. Addepar gives asset owners and advisors a clearer financial picture at every level, all in one place. It handles all types of assets denominated in any currency. With customizable reporting, financial advisors can visualize and communicate relevant information to anyone who needs it. Secure, scalable, and fast, Addepar is purpose-built to power the global financial system.
Pipe is operated a global trading platform for recurring revenue streams, connecting companies to institutional investors to trade in real-time. It makes recurring revenue streams tradable for their annual value offering more cash flow for scaling companies, Pipe is built around all the core mission to create a new way to scale without debt or dilution, so companies can grow on their terms.
Sage Intacct is the innovation and customer satisfaction leader in cloud Financial Management. With the powerful combination of Sage and Intacct, the Sage Business Cloud offers the best capabilities of both companies. Bringing cloud computing to finance and accounting, Sage Intacct’s innovative and award-winning applications are the preferred financial applications for AICPA business solutions. In use by organizations from startups to public companies, Sage Intacct is designed to improve company performance and make finance more productive. Hundreds of leading CPA firms and Value Added Resellers also offer Intacct to their clients.
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