Master Data Matters

Master data matters… Firms need to make better decisions internally, and with their clients.  To do this they need to look at data through the prism of the three Cs – consistency, currency and completeness. They need tools to prevent poor-quality data entering systems, but also to highlight and report on data quality. In the […]


Putting OnePlace for Marketing through its paces

Pinnacle implement Intapp’s OnePlace for Marketing CRM solution on the DealCloud platform Here at Pinnacle we utilize our partners’ products to run our business. Not only does this give us credibility with both current and prospective clients in that we use what they use, it provides our consulting staff with the opportunity to deeply learn […]


Your PMS – a platform for change!

You’ve done the hard work getting 3E up and live – what next? In this latest article in Forefront, Tony Pullman outlines how ‘going live’ should not be the end point but rather the starting point for a long term strategy to ensure that you extract full value from your finance/practice management systems. What’s more […]