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.

Watch how you can get greater visibility of your accounts and entities with Sage Intacct.

Trusted by
Brookfield Public Securities
Halstatt LLC.
Sasser Family Companies

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.

Asset Management Firms Accounting and Financial Management Solutions with Accurate Actionable Data

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
Asset Management Firms Accounting and Financial Management Solutions with Real-Time Visibility

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.

Asset Management Firms Accounting and Financial Management Solutions with Efficiency across Systems

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 Power

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.

Mid-Market
Leader 2021
FALL
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’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.
Amanda Goebel
Senior Accountant, Halstatt

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