We are thrilled to announce that our Founder and CTO, Dr. Tania Neild, has been recognized as a a leading individual in the Wealth Tech space in this year's WealthTechAmericas awards. Thank you, Family Wealth Report! https://lnkd.in/epUY3AKJ
关于我们
InfoGrate Wealth provides operations and technology services to organizations that advise, manage, and support ultra-high net worth clients. We are a tight handful of senior technology architects and operations managers who are dedicated to rapid, efficient implementations and find creative ways to build low-cost, highly scalable processes that can be effectively maintained. We enjoy and believe in what we do, so much so that we will not only build it on a fixed bid but also stand behind its maintenance and operation (if desired by the client)!
- 网站
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https://www.infograte.com
InfoGrate Wealth的外部链接
- 所属行业
- IT 服务与咨询
- 规模
- 11-50 人
- 总部
- Bronxville，NY
- 类型
- 私人持股
- 创立
- 1996
- 领域
- Operations、Reference Data、Infrastructure和Applications
地点
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主要
获取路线
US，NY，Bronxville，10708
InfoGrate Wealth员工
动态
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#passwordmanagement tools are important. Here's why. https://lnkd.in/ezD66GGq
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Want to go from invoice to invoice or vendor to vendor quickly in Sage #Intacct? Try turning on Lists in Beta- this pulls up a list as a left-hand panel- so much easier! This will make your ex-Quickbooks users feel at home. You can also do this for COA, customers, and budgets. https://lnkd.in/eCya_9dt
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Do you know where your hardware comes from? Chinese companies built hardware backdoors into Apple, Amazon, and Google, so the US quietly stopped buying servers from China years ago. Should you? https://lnkd.in/dTBnZBkP
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If you are a #familyoffice and we have not convinced you to go serverless already, the evidence is clear: Hybrid environments are not as secure as all cloud ones. Malicious actors are now able to compromise the on-prem server and use that to move to the cloud laterally. Please go serverless! https://lnkd.in/ennSBXiR
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Looking for an additional way to slice and dice your entities/locations in Sage #Intacct? You can now have up to 100 custom fields combined for your entity/location dimensions. Looking to add family lines, generations, states, entity type? The world is now your oyster! https://lnkd.in/g6cKtP4D
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Mailing your #1099’s getting you down? Check out Sage Intacct’s new integration into TaxBandits! https://lnkd.in/eQVNFQF8
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Is your LinkedIn data being used to train #GenerativeAI? There is a way to check and to toggle this on/off in LinkedIn. Check it out in settings > data privacy, then find the option named “Data for Generative AI Improvement.” #generativeai #dataprivacy
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Now on #Intacct: An additional bank description field to tighten up your automated bank rec matching rules- less headaches when reconciling! https://lnkd.in/ejSvdbAX
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Want to go from invoice to invoice or vendor to vendor quickly in #Intacct? Try turning on Lists in Beta- this pulls up a list as a left-hand panel- so much easier! This will make your ex-Quickbooks users feel at home. You can also do this for COA, customers, and budgets. https://lnkd.in/eCya_9dt