Case Study: TDG, Inc. streamlines family office accounting and reporting with Microsoft Dynamics

Microsoft Dynamics supports high-net-worth family’s entrepreneurial spirit and wealth

TDG, Inc., a family office managing the wealth and operations for a high-net-worth family's 200+ entities, faced significant inefficiencies using QuickBooks. The software could not handle multiple companies in a single database, leading to slow, manual processes for tasks like tax payments and consolidated reporting. To modernize and gain better transparency, they sought a new enterprise resource planning solution and partnered with Microsoft Corporation, ultimately selecting a Microsoft Dynamics ERP product.

The solution, implemented with the help of a consultant, was configured by Microsoft Corporation to meet TDG's unique needs with minimal customization. It integrated with third-party products to automate arduous tasks like journal entry imports and portfolio reconciliation. The results were transformative, reducing the time for routine financial tasks from days to hours. This provided the family with greater financial visibility, enabled faster responses to queries, and allowed staff to work more efficiently and with less stress.

TDG, Inc.

Nina Wakefield

Senior Accountant