Case Study: ETF Securities achieves faster monthly reporting and streamlined workflows with Access Group

Access software gives ETF Securities flexibility and ease in creating workflows

Etf Securities, which by 2013 managed over $28 billion in global investor assets, found its legacy Sun Accounts system unable to support evolving finance processes. The business needed multi‑level approval workflows, the ability to trade in gold, streamlined inter‑company consolidation and faster production of monthly board packs while eliminating error‑prone Excel rekeying and providing a single web portal for geographically dispersed users. After a market review they selected Access Group (Access financial software) for its workflow flexibility and fast company setup.

Access Group implemented its Access financial software working alongside Etf Securities’ project team to configure tailored workflows, approval controls and client‑flagging for expense analysis, delivering on time and on budget. As a result Etf Securities achieved full auditability and greater control over purchases and expenses, consolidated reporting has been simplified, and the time to produce complex monthly reporting packs fell from the 4th week of the month to the 2nd week, even as the number of group companies grew by 32%.

Etf Securities

Ian Lansdell

Director of Financial Analysis