Choosing financial software is a matter of picking the right tool to help you achieve an end goal. Yet, as we often realise when speaking to our clients, the focus tends to be on the issues and how to resolve them, ignoring the fact that a new process could automatically eliminate some of the problems...
Financial software is always a big investment, no matter the size of the company. Yet the best financial software shares three characteristics that make it worthwhile, boost your productivity, and decrease your expenditure in the long run. These three components are scalability, flexibility, and user-friendliness, and we explore why this is so below. ...
How can we balance our needs and software features in a bid to achieve better performance as investment managers? This is a pertinent question that is complex to answer, but it’s a crucial one to ask ourselves if we want our software to help us out in the long run. So, without further ado, here’s...
How often have you used software for a specific purpose and ended up feeling disappointed? Our guess is often enough, as off-the-shelf software cannot possibly meet everyone’s needs efficiently. This is particularly an issue in investment, where the amount of data that needs to be processed is increasing by the day. So, what should you...
While we are raised to believe that a solution is an end-point, the reality is that the best solutions are journeys that are committed to for the long-run. This is why persistent development is the key to the ultimate financial teamwork. Seek The Treasure You Value Most Dearly Over the past three weeks, we...
Building a successful business requires a number of factors; and just as in cooking, choosing quality ingredients can make the difference between a mediocre meal and a mind-blowing one. The third ingredient in this recipe we’re brewing here is high-performance financial software tools that ensure your work is done quicker and more accurately. We...
Last week we discussed how the All Blacks’ principle of unity could aid in your financial teamwork. But when it comes to creating financial leaders, we can’t forget the individual and how important giving every member on your team the tools to shine is… Every Star Has Its Own Brightness He maramatanga tō tēnei...
Sports is one of those things that can bring us together: just think about how the World Cup makes everyone get together to watch a game… Even non-football fans get in on the action! But what does this have to do with financial software development, we hear you say. Well, sports actually has a lot...
Choosing the right people for the job is among the most critical factors in ensuring that a project is a success. So, if you’re an investment manager at a small-to-medium enterprise (SME) looking to lessen your workload, speed up your financial reporting, make your data analysis more accurate, and even sell, buy, or hold on...
Over the course of these four weeks, we have looked at how, by integrating the benefits of machines and technology with the GROW model, financial managers can create a clear path to achieving the Goals set out by their financial strategies. But there is one final step that we have to discuss: the Way Forward....
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