SharePoint – Pathfinder Asset Management

Pathfinder Asset Management is a boutique fund manager focused on providing exceptional personal service to their clients. They hired Incrementa to assist them with assessment and implementation of a SharePoint-based information system.

SharePoint Project

The team at Incrementa was engaged to create a SharePoint-based information system for tracking and reporting on Pathfinder’s investment process. This system was designed to meet simplify the approval process and ensure regulatory requirements are met.

Testimonial

Mike has allowed us to take the next step to truly improve our company. Mike and co have the perfect blend between vision and technical skill. We will continue to raise the bar and hope that they remain a critical part of the process.”
Michael W.M. Rudd, CFA
Portfolio Manager

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