Pathfinder Asset Management Limited

IT Strategy

Client: Pathfinder Asset Management Limited
Industry: Financial Services

Learn how Incrementa pleased a client…and its auditors!

The Strory

Pathfinder Asset Management Limited is a boutique fund management firm built on best in class, personal service for their clients.

In order to ensure they were working to audit standards, Pathfinder engaged Incrementa to develop a fully integrated fund management system. The robust system allowed for approvals and tracked every account detail and fund transaction, ensuring compliance to audit requirements and creating impressive efficiencies.

They system not only appeased Pathfinder’s auditors—they raved about it!

Mike Knapp

STRATEGIC PLANNING & EXECUTION

Mike has been helping businesses achieve their goals for more than 20 years. He believes there is a better way for business owners and leaders to build their businesses and achieve their big goals. As a Gravitas Impact Premium coach, he leverages the 7 Attributes of Agile Growth™ to simplify the art of strategy and discipline of execution.

Related posts

VIEW ALL
https://i1.wp.com/www.incrementa.ca/wp-content/uploads/2021/08/shutterstock_1383744248-e1628618647370.jpg?fit=600%2C400&ssl=1

How to Get the Right People in the Right Seats

People & Culture
Strategic Planning & Business Coaching
Stardate 41153.7. We’re on the bridge of the Starship Enterprise. The bridge crew efficiently works away at their functions. When a crisis
https://i2.wp.com/www.incrementa.ca/wp-content/uploads/2021/06/shutterstock_703607812-scaled.jpg?fit=600%2C400&ssl=1

Why ‘Culture Eats Strategy for Breakfast’ is WRONG

People & Culture
Strategic Planning & Business Coaching
Leadership
People & Culture
Strategic Planning & Business Coaching
At a talk earlier this year, Jim Collins opened by informing us that Peter Drucker was wrong. I’m sure thousands of HR/Culture people had a heart

Let’s talk

The incrementa insider

Subscribe to our mailing list for practical ideas to improve your business.
  • We promise to never share your private information! Privacy Policy.