Toroso Investments is an innovative registered investment advisor,
dedicated to understanding, researching, and managing assets
within the expanding ETF universe. Their investment philosophy
emulates many of the values and benefits inherent in ETFs, such as
transparency, liquidity, and tax efficiency.
Demographics
- Industry | Financial Services
- Headquarters | Massapequa, NY
- Founded | N/A
- Employees | 30+
- Existing ERP | QuickBooks
- Other Systems | Hubspot, Bill.com, Excel, Trinet, CIBC, SharePoint.
NetSuite Solution
- NetSuite | SuiteSuccess Financials 1st STD
- Modules | Financials, Record to Report, Procedure to Pay, Order to Cash, NSPB
- Interfaces | Banking, Bill.com, Amex
Sales Team
- NetSuite | Gabriel Castagna, Rob Molinaro
- Caravel | Frank Herr, Jake Waters.
Implementation
- Methodology | SuiteSuccess + Optimization
- Approach | Toroso Investments will deploy NetSuite in a single-phase with core functionality going live in month six. Third parties will be limited in phase 1.
