Accelerate your growth, stay ahead of the competition, and meet ever-evolving regulatory requirements. Tap into fast multi-entity, multi-asset, multi-currency consolidations and custom reporting -- all in real time.
Meet the Leading Cloud Financial Management & Accounting Software for Asset Management
Get deeper insights, faster. Maximize your investments.
Sage Intacct is the only preferred cloud financial management solution of the AICPA, empowering asset management firms with real-time visibility across entities, efficient management of compliance and risk, and the keys to drive better decisions.
Accurate and actionable data for smarter asset management
Learn how Sasser Family Companies gained a real-time view of complex financials across its businesses.
Gain real-time visibility across your entire organization
Get broad and deep real-time visibility into financial and operational data across all of your entities and assets under management.
- Choose from 150 standard reports, or easily build your own
- Get a holistic, actionable view of performance and trends in a single source of truth
- Track accounts performance, budget vs. plan, and monitor key metrics like AUM, liquidity ratios, and current consolidated cash
View the financial dashboards and metrics that matter.
Drive ultimate efficiency across systems and processes
Keep your asset management firm agile with a configurable cloud solution that lets you securely share data and connect multiple systems. Your entire firm has access to intuitive, easy-to-use systems that your staff can quickly adopt and navigate with ease.
5 pitfalls to avoid when planning financial integrations.
Be empowered in the cloud
Decrease IT costs and dependency, strengthen security, improve data access, and automate quarterly updates and data backup.
- Get 24/7 access to your business critical data -- anytime/anywhere on any device
- Have less downtime and disruption with cloud-delivered updates
- Scale your business with pre-built capabilities and custom features
How asset management firms can drive success with cloud financials.
Sage Intacct accounting software products— #1 in customer satisfaction
We’ve earned the highest customer satisfaction in the industry from G2 since we focus on delivering an integrated accounting solution that puts your success first.
Anyone with a subscription to Sage software has automatic access to all the benefits of Sage Membership.
Leading cloud accounting software for financial services firms.
- Asset Management FirmsSimplify consolidations, boost efficiencies, gain real-time visibility
- Family OfficesDeeper financial insights, data-driven decisions for family offices
- Private Equity FirmsStreamlined finance processes for data-driven investment choices
- Real Estate Investment Trust (REIT) FirmsSmart financial management for data-driven real-estate investment decisions
- Venture Capital FirmsDeeper financial insights, data-driven decisions for private equity
- Wealth Management FirmsReal-time visibility for wealth management leaders
Sage Intacct’s flexibility has given us a lot more real-time information that has empowered us to manage and pursue new investments seamlessly. Since we now have an up-to-date consolidated view into our financial performance 24/7, our time is freed up to focus on more strategic initiatives – enabling us to drive notable value across our entire organization.