To report on seven portfolios containing a total of 200 legal entities.
Single staff log-ins with access controls by portfolio and company.
Produce a range of reports on selected portfolios and companies.
Integrate with existing systems, removing manual data imports.
Streamline budget control and payment approval workflows.
A cloud-based solution – allowing work from any location.
Data security, including full legislative compliance.
Post-implementation support with service level agreement.
Finance Director, Leading Investment Management Company, London UK
Creative Business Systems were able to offer us a new business system on time and in budget across a two-phase implementation. Phase 1 was the Core Finance system, staff training and essential business. Phase 2 was the integration with the other systems. This was done by working closely with their Technical Support Team and we were given a Project Manager to help us every step of the way. After implementation, we could generate our management reports at the click of a button, which would have taken our Finance staff hours of work. Streamlining our processes like this has been invaluable and if this function was taken away from us we would struggle!