Financial Management Solution for asset management

Identify HR gaps and promote efficiencies without sacrificing human power when you align finance, HR and operations. Pivot data by hours budgeted, revenue realization, rate, profits, matter structure and more in order to assess efficiency. Allocate employees to the most appropriate projects and portfolios while tracking and analyzing activities.

Plan, forecast and play out what-if scenarios according to any driver. You can easily manage assumptions by office and position or measure unearned revenue against realized revenue so your decision making is more informed.

With what-if scenario analysis you can see how your assumptions affect the revenue plan, alternative billing rates affect the P&L or play out different portfolio impacts on the balance sheet. Pre-seed data without altering the source according to fees or hours worked and then see the impacts on the P&L, balance sheet or cash flow statement.

Using the reporting templates in CCH Tagetik, in a click you can report according to IFRS, US GAAP, local GAAPs and management reports. Cash flow, organic growth, budget variance and monthly trends are calculated instantly with an automated single version of the truth across all financial processes.

Automate your analysis of corporate performance with a single solution for close, consolidation, budgeting, planning, modelling and reporting. Increase your confidence with a single version of the truth across your entire enterprise. Optimized for non-finance users, fully collaborative, on cloud, on-premises or mobile, CCH Tagetik was purpose-built to handle the modern day needs of the Office-of-Finance.

Planning your balance sheet is easy when you can set asset depreciation rules and calculate the depreciation plan of investments by asset class. Without custom coding, you can track balance sheet details and the details of each asset, from interest rate and maturity. When those details change, you see the long range impacts and can adjust for shifting rates while playing out results on the balance sheet.  

Get a comprehensive view of customers, plan across assets and automate fees with customized accounting rules. Monitor assets under management , revenues and expenses in real-time. Automate calculations including bank deposits, mutual funds, cash and funds under discretionary management. Forecast AUM, revenue and expenses and compare variances to analyze business impacts.