Maximize Your Investments With The Leading Cloud Financial Management & Accounting Software for Asset Management

The only preferred cloud financial management solution of the AICPA.

Consolidate hundreds of multi-entities, access custom dashboards, and get deeper insights -- all in real time.

Accurate and actionable data for smarter asset management

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.

  • Conduct continuous multi-entity consolidations
  • Reduce the number of entries by 90% with a dimensional chart of accounts
  • Create custom financial dashboards with instant shared access
  • Stay GAAP compliant with front-to-back office audit trails
Asset Management Firms Accounting and Financial Management Solutions with Agility Accessibility

Learn how Brookfield Asset Management Public Securities Group built an agile and robust financial management system in the cloud

Gain real-time visibility across your entire organization

Sage Intacct financial management and accounting software for asset management firms gives you broad and deep real-time visibility into all of your financial and operational data across all of your entities and assets under management, including international.

  • Easy Reporting - Use 150 standard reports (or easily build your own)
  • Unified View - Get a holistic, actionable view of performance and trends
  • Gain Greater Control - Track fund performance, budget vs. plan, and monitor key metrics like AUM, IRR, cash-on-cash, and current consolidated cash
Asset Management Firms Accounting and Financial Management Solutions with Multi-entity and Multi-locations Consolidations

Read the Five Ingredients for Finance Transformation:

Drive ultimate efficiency across systems and processes

Keep your asset management firm agile with an open, configurable, cloud solution that lets you easily share data and connect multiple systems (e.g., Salesforce) to your AUM, expenses, and payroll. Your entire firm has access to intuitive, easy-to-use systems that your staff can quickly adopt and navigate with ease.

Asset Management Firms Accounting and Financial Management Solutions with Lower Total Cost of Ownership

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
Asset Management Firms Accounting and Financial Management Solutions with Cloud-based Architecture

Find out the 7 reasons to move to cloud financials now

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.

Mid-Market
Leader 2021
WINTER
G2 Grid Report

See why Sage Intacct is the #1 accounting software solution in customer satisfaction.

Financial Services

The #1 accounting software for more than 670 financial services firms that collectively manage more than $1.3 trillion AUM

Product add-on modules for financial services

Dynamic AllocationsDynamic AllocationsFully automate allocations
Multi-Entity and Global ConsolidationsMulti-Entity and Global ConsolidationsPowerful, lighting-fast continuous consolidations
Spend ManagementSpend ManagementStreamline purchasing and payables

Resources for asset management firms

Sage Intacct Multi-Entity Financial Management

Sage Intacct Multi-Entity Financial Management

Cloud Accounting for Wealth and Asset Management

Cloud Accounting for Wealth and Asset Management

Wealth and Asset Management Firms Thrive with Intacct

Wealth and Asset Management Firms Thrive with Intacct

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