From Spreadsheets to Strategy: Rethinking Expense Allocation for Fund Managers

Description

GUEST SPEAKER:

Jasmin Chitrakar
Chief Accounting Officer, Madison International Realty

HOSTED BY:

Kevin O’Keeffe
Business Development Executive & Subject Matter Expert at IntegriDATA, an Indus Valley Partners Company

Ashish Jain
Managing Director, Accounting Services, Indus Valley Partners

As fund structures become more complex, relying on spreadsheets for expense allocation is no longer viable. Manual processes introduce inconsistencies, increase risk, and add operational strain.
In our recent webinar, we discussed how fund managers can transition to a more strategic, automated approach—streamlining expense allocation, enhancing accuracy, and strengthening compliance.

Key Takeaways
  • The Pitfalls of Manual Expense Allocation
  • Why the Shift to Automation Is a Strategic Advantage
  • Real-Time Walkthrough of Expense Allocation Automation
  • Real-world success stories of automation in action

Expense Allocation Solution

The Expense Allocation System enhances accuracy and efficiency, reduces errors, ensures compliance, and enables in-house teams to process allocations swiftly.

Talk to an IVP Expert

Schedule a call with an IVP expert. Our knowledge doesn’t just skim the surface, it runs deep, enabling us to help you leverage technology to the fullest for even the most specialized investment strategies.

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