Leading Cloud Financial Management & Accounting Software for Wealth Management

Today’s financial advisors are doubling down on their level of engagement with clients. Clients not only want information about their investments but also want reassurance that their finances are in order. Your ability to respond to client needs and achieve bottom-line growth is paramount. We are here to help simplify and streamline that for you.

Say goodbye to time-consuming, error-prone consolidations across complex entity structures. Simplify your chart of accounts and conduct continuous consolidations automatically so you can make smarter decisions, faster.

• Reduce the number of entries needed by as much as 90% with a shared dimensional chart of accounts
• Lower the amount of time to consolidate the books from weeks to minutes
• Empower your team to be more productive and strategic

Sage Intacct role-based dashboards and performance cards show your wealth management organization’s performance in real-time. Not only can you track financial data including P&L, budget vs. plan, and cash, but you can also filter, slice, and drill down to see metrics and trends by their drivers.

Keep your wealth management firm agile with an open, configurable, cloud solution that lets you easily share data and connect multiple systems to your client portfolios, expense management, commissions, and payroll.

Take advantage of Sage Intacct's born in the cloud accounting solution that can save you significant time and money, mitigate risk, and achieve flexibility you need to scale your business.