As founder and CEO of KnowLedger, leading sales and strategic vision, our goal is to assist the accounting staff of family offices and non-profits to run as efficiently as possible.● INVESTMENT DATA / GENERAL LEDGER INTEGRATION ● Through our "knowledge engineering" rules, we capture portfolio accounting and custodial data and automatically process and translate the data into general ledger journal entries. These rules are continuously updated combining technology and accounting oversight, thereby eliminating the need for manual accounting entry of investment data.Learn more at knowledgerllc.com or call 610.553.5049.
Listed skills include Portfolio Management, Financial Services, Asset Management, Hedge Funds, and 37 others.