The only AICPA preferred cloud financial management system is meeting the demands for investment management firms and used for over a half trillion in assets under management.

Interviews with thought leaders in asset management, private equity, and accounting have brought to light the acceleration of the diversification into alternative and illiquid assets such as private equity - potentially across multiple geographies. They’ve recognized the need to protect clients through not only more legal entities but also more complex legal structures.

Previously, this sort of structure was only available to larger more sophisticated firms. We’ve seen a major shift to this strategy even by modestly sized firms. Lawyers, tax accountants, and auditors agree that the effective utilization of this strategy is fundamental to the protection of assets acquisition of assets and the sale of assets.