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Customer Story

How Slate helped Tortuga streamline, track cash flow, and take better decisions

See how they were able to ensure smooth and timely collections as well as payments with Slate.

Knowledge is power, and that power has come to us with Slate, helping us to grow our business with a stronger foundation.

Tortuga Wealth Managers Pvt Ltd

Company

Tortuga Wealth Managers Pvt. Ltd. operates in the space of long term equity investing that aims to bring value to clients and partners alike through algorithm based strategies that have been conceived and developed in-house.

We spoke to the team at Tortuga to understand how Slate has helped overcome the general challenges usually faced when collecting payments from clients.

What were things like before Slate?

For Tortuga, every client is different in terms of the investment portfolio, the fees and follow ups for collections. But what always remained the same was the difficulty of staying on top of payments for commissions. We tried various set-ups to try and minimise time spent on this, but found it very difficult.

As the business grew and our small team got busier, it became more difficult. At Tortuga, we always had an idea of where the business was but access to accurate financial information was difficult. We kept searching for solutions, as keeping the cash flow up to the minute had become exhausting.

How has Slate changed the way you do business?

Now we can see up-to-the-minute information with regard to our cash flow, sales performance and other expenses. Slate helps us get a broader look. It also gives us safety, in knowing where we stand and if a few payments don’t come in time, we know we are covered looking at other alternatives. It really has helped manage collections and cash more efficiently, and allowed us to focus on other areas that are critical for our growth.

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