Transform Expense Allocation with Automation and Outsourcing

Description

GUEST SPEAKER:

Paige Collister
Principal, Director of Corporate Finance, Eagle Point Credit Management

HOSTED BY:

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

Ashish Jain
Managing Director, Accounting Services at Indus Valley Partners

Accurate expense allocation fostered investor trust, ensured compliance, and helped asset managers control costs effectively. However, complex allocation rules and manual processes have increased the risk of errors and regulatory challenges.

In our webinar, we explored how the enhanced Expense Allocation System (EAS)™—with advanced automation—and IVP’s expert AP outsourcing transformed the expense process, making it more efficient, flexible, and customized.

Key Takeaways
  • Boost efficiency: Explore how EAS reduces errors with new features like Bulk Action and how AP outsourcing optimizes vendor and invoice management
  • Strengthen compliance: Learn how to navigate evolving regulations, reduce risks, and improve transparency for stakeholders.
  • Case studies: Hear real-world examples of organizations that have transformed their expense allocation processes.
  • Expert insights: Get your questions answered by our expense allocation specialists.

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.

I agree to the use or processing of my personal information by Indus Valley Partners for the purpose of fulfilling this request and in accordance with Indus Valley Partners Privacy Policy