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://i0.wp.com/www.incrementa.ca/wp-content/uploads/2023/01/pexels-christina-morillo-1181406-scaled.jpg?fit=600%2C401&ssl=1

How to Run Valuable Weekly Meetings That Don’t Suck

Leadership
People & Culture
Systems & Operations
Let’s face it – no one likes meetings. But done right, running a weekly meeting with your team can help drive a
https://i0.wp.com/www.incrementa.ca/wp-content/uploads/2022/11/standout.png?fit=600%2C337&ssl=1

What is Business Strategy?

Leadership
People & Culture
Systems & Operations
Thoughts
Vision & Strategy
If you had to come up with a definition of strategy without looking it up, chances are you’d define it as somethi

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.