by Diana Ramos on August 8, 2016
Alpha Architect, an asset management firm, manages approximately $300 million for customers across the globe. In an industry where you’re competing against billion dollar companies, getting ahead means operating as efficiently as possible. And the team at Alpha understands the role that technology plays in giving them a competitive advantage.
Just being a little bit cheaper than their competition wasn’t enough. They needed to be doing business in a revolutionary way. That is why they set out to find a solution that would help to reduce overhead costs and manage operational workflows, while being simple to use and able to support an auditable trail of compliance activity.
How Alpha Architect Uses Smartsheet to Run Their CRM and Stay SEC Compliant
With Smartsheet, we have built a world class compliance program that is more robust and effective than any competitor on the market. Ninety percent of our compliance costs are eliminated but more importantly, we have a best in class compliance program that can go toe to toe with any Wall Street compliance program,” explains Wesley R. Gray, CEO/CIO of Alpha Architect.
Alpha founder Wesley Gray and his team rely on Smartsheet to manage multiple operational workflows including SEC compliance, customer relationship management (CRM), and their trading calendar.
Here are four ways that Alpha Architect uses Smartsheet to streamline operations:
Managing Operations at Scale
As Alpha Architect looks to take on more clients and manage more trades, they are confident that Smartsheet will continue to scale with them. “We could add three to four zeros behind the money we manage and we wouldn’t have to hire more staff, attorneys, office space – Smartsheet will do that scaling for us,” explained Patrick Cleary, COO/CCO at Alpha Architect. And, for a company looking to create a competitive advantage, the ability to scale without increasing overhead costs makes all the difference.
Source: Smartsheet Blog
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