As a supplement to our video on shortening Investment Accounting System implementations, this video discusses all of the steps, including those where tell is well spent and isn’t necessarily where you might save time.

Development of conversion programs to take data off of your legacy investment accounting platform, new interfaces to/from the new platform, and reconciliations take months to develop. There’s no reason to build either from scratch.

Here we highlight the steps in an Investment Accounting implementation and discuss the areas where time is saved.