Wealth Compass outsourced family office services
Wealth Compass outsourced family office services for family office accounting, alternative data aggregation and ultra high net reporting for private wealth.
Market forces are pushing managed services in a new direction — one that emphasizes outcomes and continuous evolution to optimize operations in finance.
With increasing volatility and risk, exacerbated by scarcity in talent, CFOs are adopting managed services to protect and enhance their operations in an agile and cost-efficient manner.
PwC’s Finance Managed Services enables efficient, standardized and scalable processes, leveraging a suite of leading-class technologies to help you generate stronger business insights and drive profitability, strong cash flows and a lower cost of capital.
We help you mitigate issues that slow you down
- Talent shortage: Scarcity of talent and skills, particularly analytics and digital, to effectively and rapidly respond to changing business environments and regulations.
- Increasing risk and compliance: Growing enterprise risks and the need to respond immediately and manage the complexities of the regulatory environment.
- Rigid operating models: Inability to effectively and efficiently scale new operating models to accommodate new business models, acquisitions, regulatory/legislative changes, etc.
- Technological innovation: The pace of technological advancements, particularly AI and the inability to adapt quickly.
- Rising costs: Fierce competition against challenging macroeconomic conditions putting pressures on costs, margin and working capital.
- Controllership
- Financial Planning and Analysis
- Lease Accounting
- Revenue Cycle
Controllership
Streamline your business operations with our comprehensive Controllership Managed Services, providing expert oversight and strategic guidance to optimize your financial performance.
How our solution delivers value and strategic insights
Pre-configured dashboards
Drive actionable business insights through pre-configured dashboards and AI-based forecasting models
Technology
Tap into the best of PwC’s current technology, including our Sightline platform with the most advanced technology modules
3-months go-live
Go-live in 3-months with our preconfigured, yet flexible solution
The benefits of our solution
- Improved operational efficiencies through simplified, standardized processes aligned to industry leading practices
- Flexible, intuitive and automated reporting providing actionable insights and leveraging a single version of the truth
- Scalability to support business growth and agility to adapt to changing business needs for the foreseeable future
- Enhanced compliance and controls and audit trails
- Access to functional and technical subject matter experts to support your evolving business needs
- Simplified application landscape with streamlined and standardized financial solutions supporting a broader range of finance processes
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