Cloud ERP Software: 3 Tips for Successful Cloud Implementation
3 Tips for Cloud ERP Software Implementation Success If you are considering moving your business to the cloud, here are 3 tips to help ensure that...
2 min read
Ken Jacobsen Fri, Mar 14, 2014
Reliable handling and tracking of your firm’s monetary reserves is crucial. And when wealth management companies are responsible for large investments for several customers, the tracking becomes even more complex. You need to be conscious of cash flow, bank reconciliations, fixed assets, allocations, real estate holdings, and more.
Although Sage’s Timberline is suitable for some modules, such as project-based items or construction, clients have noted that it lacks resilient financials and reporting. Because Timberline can be burdensome for handling significant financial tasks, our clients who were using Timberline had to manually manipulate their financial data using Microsoft Excel spreadsheets for financial statements and reporting. This was exceedingly labor-intensive and inefficient.
Are you a family wealth organization current Timberline user, or are you using another ERP solution? Do you have questions for our team, and would you like to get straight answers? Now is the time to bring your 2014 wish list to The TM Group and make your plan a reality. Please contact us today at 888.482.2864 or visit our website at: http://www.tmgroupinc.com/industries/family-office-management.
By The TM Group, Michigan Microsoft Dynamics Partner for Microsoft Dynamics GP, Microsoft Dynamics SL, Microsoft Dynamics NAV, Microsoft Dynamics CRM, and SharePoint, along with NetSuite ERP and CRM solutions.
(Note: This blog is based on the professional opinions of our staff, formed by personal experience with our clients who have migrated from Sage Timberline to Microsoft Dynamics GP).
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