Client Success: Cohen Asset Management

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How do you close your books on time?

“Closing our books was stressful with lots of overtime. Now with Investment Management, our accountants can wrap things up in days versus weeks. It’s really improved the quality of our work as well as everybody’s quality of life.”

Scott McGinness, Chief Financial Officer
Cohen Asset Management

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How do you quickly access investor data?

“To be able to log in to InvestorPlus and see what trusts or entities a client has invested with, what actual investments those are in, and the returns they’re receiving has been incredible. I can’t put a price on it.”

Scott McGinness, Chief Financial Officer
Cohen Asset Management

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How do you strengthen investor relationships?

“By being able to deliver information when it’s needed, we don’t have to follow up with the investor later, which is easier on both parties. We get a lot of compliments from investors about our service, and InvestorPlus is a major reason for that.” 

Scott McGinness, Chief Financial Officer
Cohen Asset Management

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How do you safeguard sensitive data from online attacks and third-party hacks?

Client data needs to reside behind multiple layers of firewalls and intrusion prevention systems. Strong password policies and SSO integration ensure that users are authenticated in real time.

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