Tag: implementation


Three Reasons Why You Should Implement Your New Accounting System Before Summer Hits

Summer is right around the corner. Time to dust off those bathing suits and lather up on sunscreen. Before the heat settles in and you embark on your next trip, this is a good time of year to upgrade your brokerage’s software systems. We know summer can be a busy month to apply major changes to your accounting software. But, settling

Read more


Enterprise Brokerage Management Software: Four Tips to Ensure a Smooth Implementation 

Changing and implementing a new enterprise software system in your brokerage is a costly proposition, both in terms of fees and time. Some brokerages make the mistake of viewing this as an expense, but software is an investment, and good investments return more than what you put into them. A bad implementation can sour the return on your investment. Based

Read more