
Heinz Endowments: How To Automate Decades of Data & Billions in Assets
In the five years since working with Multiview, Heinz Endowments says they have gained greater organizational independence. They no longer rely on third parties and house everything within the same system. They are also continuing to work with Multiview on finding new ways to improve the technology; such as cash forecasting, liquidity management, and PRI Tracking. And the ultimate goal of providing more value to the organization has been achieved, “We can answer questions, we can generate our own opinion on performance, and we have a whole new level of insight into our portfolio”, says Sullenger.