Success Story of Stonewood Wealth Management

Brochure "Easy consolidation in times of growth"

flyer success story stonewood

New acquisitions led the CFO of Stonewood Wealth Management to start looking for a professional consolidation and planning software. Read how the company now, thanks to LucaNet, can conduct group-wide monthly and annual reporting with reliable figures for the first time – and save time in comparison to any alternative process.

Contents of this brochure:

  • The challenges the company was faced with
  • How LucaNet benefits Stonewood Wealth Management
  • How Stonewood Wealth Management uses LucaNet
  • Proven outcomes