Congratulations to Pinnacle Elite specialist, Beau Lynch, as he takes up the new post of Elite 3E US Practice Director. The move signals an intensifying of focus by Pinnacle on the US financial management systems space, as firms look for both technical and advisory input on data conversions, business intelligence, time and billing. The 3E […]
Introducing our Client Due Diligence and AML toolset
The cultural and regulatory subtleties of Europe can easily be missed when seen from afar. A recent trip to New York by our risk and compliance specialists highlighted this observation. So now is a good time to introduce our Client Due Diligence and AML toolset: built on the Intapp Open/UBA platform it simplifies things from a […]