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Win Story | Financial Services | FourCore Capital

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Fourcore Capital is a pioneering Alternative Asset Management firm, integrating advanced emerging technology with financial domain expertise. Their unique approach combines technological innovation and scientific excellence with proven asset management experience to create and empower freedom in the financial world. Fourcore has a track record of acquiring and integrating independent asset management companies enhancing performance and profitability through its groundbreaking platform.

Demographics

  • Industry | Financial Services
  • Headquarters | Atlanta, GA
  • Founded | 2024
  • Employees | 50-200
  • Existing ERP | QuickBooks
  • Other Systems | Excel, Orion Advisor Solutions, Caseware

NetSuite Solution

  • NetSuite | Financials
  • Modules | Financials, Record to Report, Procure to Pay, Order to Cash
  • Interfaces | Banking, Orion Advisor Solutions

Sales Team

  • NetSuite | Robert Lee
  • Caravel | Frank Herr, Jake Waters

Implementation

  • Methodology | SuiteSuccess
  •  Approach | Four Core will deploy NetSuite in a single-phase approach with core functionality going live in month four.

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