In Search of a Cutting-Edge Partner
When PagnatoKarp launched a search for a new best-of-breed technology partner, the team sought a solution that could support their plans for rapid business growth. They needed a new platform that would provide sophisticated data aggregation and reporting, while supporting a great client experience.
“Our clients often had very custom requests,” says Founder & CEO Paul Pagnato. “We wanted a solution that would allow us to customize reports for our clients based on their needs, but still be able to scale.”
The team also required that the new technology support reporting for alternative investments. “We had constraints with our previous tools, which were unable to streamline and automate reporting on private investments,” says Pagnato.