FINANCIAL SERVICES
One of the World’s Largest Private Equity Investment Firms
Selects Dynamics 365 for Finance & Operations and AKA’s DynamicsAdvantage for Multi-Entity Financial Management
Success Story: One of the World’s Largest Private Equity Investment Firms 2018-08-17T18:32:43+00:00

About

This private equity investment firm has more than $84B in AUM, with investment and operational teams in 16 offices around the world.

Solution

This firm is challenged with a complex multiple legal entity structure​ and deal transactions involving multiple legal entities and often multiple currencies​. Deal expenses needed to be allocated across funds and entities​. The firm needed a solution that would also integrate seamlessly with 12 additional platforms. With Dynamics 365 for Finance & Operations, the firm has a data management framework that integrates bi-directionally, has decreased allocation of expenses from 30 days to near real-time​, and replaced multiple legacy interfaces and complex error-handling middleware with a single-solution interface framework with automated error handling​. With AKA’s DynamicsAdvantage for Multi Entity Financial Management, the firm has the tools to easily automate the setup of new entities, efficiently process multi-entity transactions​, and manage the allocation of transactions across Funds and Entities​.

About AKA Enterprise Solutions

For more than 25 years, AKA Enterprise Solutions has been dedicated to making it easier organizations to do business and innovate their way to greatness by using technology to simplify processes and reduce risks. Specializing in Microsoft Dynamics 365, Cloud Services Business Process Consulting, and Custom Application Development, we combine industry and technical experience, proven methodologies, and world-class consulting to help firms achieve their goals. The company is headquartered in New York, NY, with offices located throughout the U.S.

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