Wednesday, June 11^th 2025
10:00 AM – 11:00 AM ET

As fund structures grow in complexity, relying on spreadsheets for expense allocation becomes unsustainable. It makes this critical process inconsistent, heightens risk, and escalates operational burdens.

In this webinar, we’ll explore how fund managers can move beyond manual, spreadsheet-based expense allocation to a more strategic, automated approach that simplifies the process, improves accuracy, and supports compliance.

AGENDA

• The Pitfalls of Manual Expense Allocation: Understanding the challenges of spreadsheets, manual workflow, and misallocation risks.
• The Strategic Shift: Why Automation Matters: How automation improves accuracy, compliance, and transparency while reducing operational burdens.
• Inside Expense Allocation: How It Works: Key capabilities of automated solutions, integration options, and configurable allocation rules for complex fund structures.
• Real-World Success Stories: Automation in Action: Case studies highlighting cost savings, improved compliance, and operational efficiency through automation.

SPEAKERS:

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