News: Client Case Studies

Heinz Endowments: How To Automate Decades of Data & Billions in Assets

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.

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Arnold Ventures Reduces Month End Close With Multiview Financials

Arnold Ventures Reduces Month End Close With Multiview Financials

Arnold Ventures had been previously using a financial software solution that was more suitable for small business accounting. However, the organization has grown since it was created in 2010 and realized it needed a more robust accounting software to fit its growing organization.

Director of Accounting Jillian Green wanted one accounting system that would increase efficiency. We spoke with Jillian about how Multiview has helped the organization move forward.

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Heinz Endowments 2019 IMUG Conference Keynote

How The Heinz Endowments Leveraged Multiview Financials to Achieve New Heights

The Heinz Endowments knew that in order to effectively manage their $1.7B investment portfolio and spending, they needed to completely change their business management systems. What they needed was more timely, insightful information, more robust cash management capabilities, and they wanted to gain organizational independence from all the third parties that maintained their data. They needed a change, and Multiview was the solution.

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