Image
person putting coins into a blue piggy bank

Wealth Management

Guide Your Clients and Grow Your Business

At Maner Solutions, we understand the unique challenges of wealth management, from increasing client service demands and bottom-line growth to navigating complex accounting consolidations and a changing regulatory ecosystem. Focus more on achieving your client's business goals and less on back-office tasks.

Image
people in front of whiteboard planning

Consolidate Accounting, Diversify Portfolios

Stop consolidation across complex entity structures and disparate data sources. Automated accounting software simplifies your chart of accounts and continuously consolidates. With our financial management systems, you can immediately increase team productivity, optimize workflows, make faster decisions with confidence, and improve business performance.

Image
computer screen with graphs

Better Analysis and Data Insight

Using an end-to-end accounting platform gives investment management professionals more visibility with dashboard analytics. We help you simplify complex reporting operations and quickly aggregate financial information. Be audit-ready in minutes with reduced errors, real-time data, effortless reporting, and operational efficiency.

Image
stack of coins with a blurry clock in background

Speed Up Your Time to Close

Firms that implement cloud-based accounting software save significant time and money, mitigate risk, and gain greater flexibility to scale their business based on-demand. Empower your team with automated consolidation speed and simplicity across entities.

Our Process

At Maner Costerisan, we're committed to finding the right solution to meet all your accounting and operation needs. Here's how our process works:

1.

Consultation

Contact us to schedule an initial discovery meeting so we can get to know you better and understand your goals.
2.

Summary

Based on our initial meeting, we will present you with a Summary of Findings and an initial ROI Analysis.
3.

Presentation

The next step is a tailored solution demo or presentation to share our recommendations and ideas.
4.

Action Plan

Lastly, we will use our proven Implementation Methodology to determine an action plan and establish next steps.

Contact Us

Let us help you accomplish more with modern financial accounting solutions. Take the first step by calling our team to schedule your free discovery session.

Get Started

Recommended Product

Image
Sage Intacct logo