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

Mike Knapp

STRATEGIC PLANNING & EXECUTION

Mike Knapp is a strategy & execution superhero with incrementa (un)consulting. He is passionate about helping the leaders become the heroes of their own stories by developing their vision into clear goals and an execution plan do drive their business forward.

Related posts

VIEW ALL
https://www.incrementa.ca/wp-content/uploads/2020/05/shutterstock_1158345649-600x400.jpg

What I wish I knew when I started my entrepreneurial journey, part three

Thoughts
Our third and final in the series of what I wish I’d known when I started my entrepreneurial journey wraps with advice on using your resource
https://www.incrementa.ca/wp-content/uploads/2020/05/shutterstock_1338171767-600x400.jpg

What I wish I knew when I started my entrepreneurial journey, part two

Thoughts
Thoughts
If you missed last week’s post, the first in our series of entrepreneurship advice, no sweat—

Let’s talk

The incrementa insider

Subscribe to our mailing list for practical ideas to improve your business.