Vertex Financial Services: stronger control over corporate and IT assets.
Vertex Financial Services is a financial services firm with laptops, IT infrastructure and office equipment across several offices.
Asset overview
Illustrative figuresWhat they track
Assets by categoryThe challenge
IT assets changed hands often, periodic audits were manual and finance needed reliable depreciation figures for every device.
- Frequent device reassignments
- Manual periodic audits
- Warranties and documents scattered
- Depreciation calculated in spreadsheets
How Asetavo helps
- Tracks laptops and IT equipment
- Records employee assignments
- Manages office equipment
- Tracks warranties
- Maintains asset documentation
- Supports periodic asset audits
- Provides depreciation and asset-value information
Before vs. after Asetavo
In practice
Every device is assigned to an employee, with warranty and documents attached. Quarterly audits run from mobile, and depreciation is calculated in the platform for finance.
Business value
Vertex gains stronger control over corporate and IT assets, with audit-ready records and finance-grade depreciation.
Rollout plan
- 1Week 1Import IT inventoryDevices imported with purchase dates and costs.
- 2Week 2Assign & tagDevices assigned to employees and labelled.
- 3Week 3SSO & rolesSign-in via SSO; separate roles for IT and finance.
- 4Week 4DepreciationDepreciation methods configured for finance reporting.
Questions teams like this ask
Can finance and IT have different access?
Yes. Role-based access separates IT operations from finance data.
Which depreciation methods are supported?
Eight methods including straight-line, declining balance and MACRS, with book and tax views.
Is there an audit trail?
Every change to an asset is logged with who made it and when.
