Bolstered by the recent acquisition of the financial planning solution provider, Money Tree, Accutech’s offerings enable clients to better connect with the next generation, thoroughly understanding their thoughts, perspectives, and how they intend to deal with their inheritance. “It not only makes our clients a reliable source in the eyes of the inheritors at an early age but also helps them retain their working relationships with families even after the passing of patriarchs/ matriarchs. With the Money Tree acquisition, we are well positioned to provide an end-to-end support and technology model to assist clients in this regard,” says Adam Unger, president at Accutech.
Accutech’s technology stack is compartmentalized, future-proof, and seamlessly allows for integrations and modifications—such as incorporating the Money Tree financial planning software into the existing toolsets—without impacting other applications. “While most of our competitors still run legacy systems, our philosophy involves keeping clients ahead of the technology curve by providing them modernized tools that help increase operational efficiencies and grow their business,” claims Dan Wright, executive director of strategy at Accutech.
Accutech’s offerings enable clients to better connect with the next generation, thoroughly understanding their thoughts, perspectives, and how they intend to deal with their inheritance
At the very beginning of the client onboarding and system conversion processes, Accutech focuses on getting a clear picture of their needs from a cultural as well as a software standpoint. The company has created proprietary tools for providing appropriate training to clients for effective conversions. “In our industry, these conversions are often lengthy and demand significant investments. In order to provide more value to clients, we ensure that we regularly update the product through the multi-year lifecycle in an agile manner,” states Wright. Accutech has introduced a monthly cadence of software improvement updates along with a number of releases in the past 12 months that were a direct result of enhancement requests from clients.
Every year, Accutech conducts brainstorming sessions with clients, bringing out ideas that would positively impact their businesses. “A client proposed the idea for tools that would provide a holistic view of the relationships around a particular account and a way to engage the next generation of customers. And during our recent conference, we rolled out a toolset for that purpose within the Cheetah product,” mentions Wright. To continue accommodating increasing client demands, Accutech will soon move to a new property that’s more than three times bigger than their current facility.