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.
Leading Cloud Financial Management & Accounting Software for Wealth Management
The only wealth management solution preferred by the AICPA that lets you consolidate hundreds of entities, access custom dashboards, and get deeper insights in real-time.
Graduate to the software solution ranked #1 in customer satisfaction that streamlines accounting and finance for wealth management firms.
Best-in-class cloud accounting software to guide your clients and grow your business
Financial dashboards and KPIs webinar for financial services firms processes.
Consolidate continuously for diversified portfolios
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
Learn how Halstatt streamlines finance processes and saves $100K per year.
Configurable dashboards for better data and analysis
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.
Learn about the 3 new approaches to driving performance in financial services.
Drive ultimate efficiency across systems and processes
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.
5 Pitfalls to avoid when planning financial integrations.
Limitless possibilities in the cloud for wealth management
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.
Find out the 7 reasons to move to cloud financials now.
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
Resources for wealth management companies
Our investment team can look directly into Sage Intacct and see our asset mix, cash on hand, and anything committed in the future. It allows us to make decisions in hours versus days or weeks, so we don't miss out on any investment opportunities.