Asset Management Firm Optimizes Annual Reporting with WorkivaWhen the consultant started working with the company, it had already started using the cloud solution offered by Workiva. He describes using the solution as “the efficient way of financial reporting,” thanks to a number of time-saving features. His team was able to: • Create blacklines so preparers can easily compare specific versions and see what changed • Control which pages or sections of a document a reviewer can see • Collaborate in their own sections of a document at the same time, so the project can continue moving forward • Sync data from Excel ® to transfer data directly into a project, so information for reports can live in a centralized location Incorporating late changes is easier now, too, the co

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