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.

Cloud-based Finance and Accounting Solutions for Wealth Management Firms

See how Pride Investment Partners cut their monthly close from weeks to hours with Sage Intacct.

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Best-in-class cloud accounting software to guide your clients and grow your business

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.

Wealth Management Firms Accounting and Financial Management Solutions to 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
Wealth Management Firms Accounting and Financial Management Solutions with Multi-entity and Multi-location Consolidations

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.

Wealth Management Firms Accounting and Financial Management Solutions with Configurable Dashboards for Better Data, Analysis, and Insights

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.

Wealth Management Firms Accounting and Financial Management Solutions with Systems and Processes Ultimate Efficiency

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.

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

Find out the 7 reasons to move to cloud financials now.

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Financial Services

Leading cloud accounting software for financial services firms.

Product add-on modules for financial services

Dynamic Allocations Dynamic Allocations Fully automate allocations
Multi-Entity and Global Consolidations Multi-Entity and Global Consolidations Powerful, lighting-fast continuous consolidations
Spend Management Spend Management Streamline purchasing and payables
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.
Amanda Goebel
Senior Accountant, Halstatt