Family Wealth Management Storyboard

In this scenario:

  • Members of Fund 1 see only Fund 1
  • Members of Fund 3 see only Fund 3
  • Members of Fund 4 see only Fund 4
  • The holding company users have permissions to view and consolidate across all funds
  • Brexit passes, causing concerns the European fund could fall sharply
  • A board meeting scheduled for next week is moved to this afternoon at 4:00 pm

In this environment, the typical pain points would be time required to consolidate across funds, sharing of real-time data across financial and investment analysis, managing the Chart of Accounts consistently across funds, compliance, and effective collaboration/auditing. Intacct  is the world's leading multi-entity cloud accounting system for investment management firms and is used for over 125 billion AUM. This storyboard is based on the best practices discovered through interviewing leading CFOs in the  wealth and asset management business.