PETER LINDEGAARD, CEO OF THE ELSASS FOUNDATION
Assure makes it easy to deliver wealth reports to our board
"We've been an Assure customer since 2016 and couldn't do without their reporting and bookkeeping services today.
The need arose when we went into private equity investing. It was the shift from having all assets in one custody account in one bank to having multiple custody accounts both domestically and internationally.
That's why we needed a single view of our assets across custodians and exchange rates.
I researched the market and chose Assure because their solution aligned with our needs and their pricing is reasonable.
Reporting of changes and basis of accounting for the Fund
Now I log in to the portal every day to keep up. I also have that option with each of our banks, but that's just a sample. Assure brings it all together for us. It also makes it easy to deliver reports to our board.
Assure also does our bookkeeping basis. We used to do everything manually - purchases and sales, dividends. It was a lot of work that we no longer have to do - Assure has automated it for us.
I would also like to highlight that our year-end closing and cooperation with our auditors has become much simpler because we get all data from one place.
In every way, it is very satisfying to be an Assure customer."
Peter Lindegaard highlights three things about Assure
- The overview of the fund's assets that Assure provides us with is crucial for our financial decisions
- Our bookkeeping has become many times easier
- Assure is super customer-oriented. If we need a special report, it's always possible and we get a quick response
