Our client [name withheld for confidentiality] is a leading independent infrastructure and private equity investment firm with over £6.5 billion of assets under its management.
They manage money for more than 28,000 private investors and some of the world’s leading financial institutions, government organisations, pension funds, and insurance companies.
Many of the investment funds managed are in the renewables / solar sectors.
We started using Xero much earlier, and it worked well for us initially. However, as the number of funds grew (over 200) Xero could no longer cut the mustard.
We were being held back with people working unreasonable hours. This did not support our growth.
Another way had to be found. A cloud solution that was built for the way we wanted to work. A modern system that was flexible and more cost-effective than Xero.
"With our new finance system and the freedom, it has given our team; we can focus our time on the exceptions and growth. Creating and working across multiple funds is easy, and we can look at individual funds as quickly as across our portfolios."
[Fund Management - Senior Decision Maker]
Seeing the time saved once the solution is installed has compelled us to create this tailorable solution as an Extension to Microsoft Dynamics 365 Business Central.
Extending your solution without compromising on getting timely upgrades.