Learn how Liahona cut admin work in half with EdgeLink automation, boosting accuracy and saving hours each week.

In the world of private capital, delivering accurate and timely information is top priority.
Liahona Capital Inc. (Liahona) recognized the bottleneck that manual processes were creating at their firm, and knew there had to be a better way. That’s what led them to EdgeLink. By automating workflows and eliminating manual data entry, EdgeLink helped Liahona cut their administrative workload in half. Processes like data entry, reconciliation, and issuer communications—which used to eat up hours of the team's time each week—became automatic. Reports that previously took 30 minutes per offering to upload became instant, improving data accuracy and freeing up the team to focus on higher-value work.
The result? Greater efficiency, accuracy they can count on, and a better overall investor experience.
Ready to streamline your operations like Liahona? Book your free demo today, and see how EdgeLink can help your firm scale with confidence.