New Webinar

Transform Expense Allocation with Automation and Outsourcing

Thursday, March 13th 2025
11:00 AM ET– 12:00 PM ET

Accurate expense allocation fosters investor trust, ensures compliance, and helps asset managers control costs effectively. Unfortunately, complex allocation rules and manual processes significantly raise the risk of errors and regulatory challenges.

Join our webinar to discover how a powerful combination of the newly enhanced Expense Allocation System (EAS)™—with its advanced automation—and expert AP outsourcing from IVP can make the entire expense process more efficient, flexible, and customized.

AGENDA:

  • Boost efficiency: Explore how EAS reduces errors with new features like Bulk Action and how AP outsourcing optimizes vendor and invoice management
  • Strengthen compliance: Learn how to navigate evolving regulations, reduce risks, and improve transparency for stakeholders.
  • Case studies: Hear real-world examples of organizations that have transformed their expense allocation processes.
  • Expert insights: Get your questions answered by our expense allocation specialists.

SPEAKERS:

Kevin O’Keeffe
Business Development Executive & Subject Matter Expert at IntegriDATA, an Indus Valley Partners Company

Ashish Jain
Managing Director, Accounting Services at Indus Valley Partners

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