Leading Cloud Financial Management & Accounting Software for Wealth Management

The only wealth management solution preferred by the AICPA that lets you consolidate hundreds of multi-entities, access custom dashboards, and get deeper insights in real time.

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

Trusted by
Halstatt LLC.

Guide your clients and grow your business

We understand the unique challenges of wealth management, from increasing client service demands and bottom-line growth expectations to navigating complex multi-entity accounting consolidation and a changing regulatory ecosystem. As your firm focuses on achieving your clients’ goals, the last thing you need is your back-office derailing your success.

Our innovative accounting software helps drive investment decisions by serving as an automated and fully integrated single source of truth featuring:

Consolidate accounting, diversify portfolios

No more consolidation across complex entity structures and disparate data sources. Sage Intacct's automated accounting software simplifies your chart of accounts and continuously consolidates. With our financial management system, you can immediately increase team productivity, optimize workflows, make faster decisions with confidence, and improve your firm’s business performance.

  • Reduce consolidation time of complex entity structures with continuous consolidation
  • Shared dimensional chart of accounts reduces the number of entries from 10,000+ to 100s
  • GAAP compliance with audit trail including front-to-back office collaboration trail
Wealth Management Firms Accounting and Financial Management Solutions with Multi-entity and Multi-location Consolidations

2020 buyer's guide to accounting and financial software

Shared dashboards provides better data, analysis, and insights

The Sage Intacct end-to-end accounting platform provides investment management professionals with greater business visibility with dashboard analytics. We help you simplify complex reporting operations and quickly aggregate financial information. Be audit-ready in minutes with reduced errors, real-time data, effortless reporting, and operational efficiency.

  • Real-time shared access and report visualizations within and across multiple entities
  • Track financial data including P&L, budget vs. plan, and cash
  • Manage key metrics including AUM and fair-market-value over time
Wealth Management Firms Accounting and Financial Management Solutions with Shared Dashboards for Better Data, Analysis and Insights

Closing the books barometer report

Close in record time with innovative cloud technology

Firms that implement cloud-based accounting software save significant time and money, mitigate risk, and experience unparalleled flexibility to scale their business based on demand. Our cloud accounting system empowers your team with automated consolidation speed and simplicity across entities. Its scalable design enables your accounting system to flex with your business.

  • Secure 24/7 delivery of sensitive financial data and critical customer information
  • Lower total cost of ownership (TCO) including IT costs vs. traditional on-premise systems
  • Less system disruption with automatic updates, backup, disaster recovery, and more
Wealth Management Firms Accounting and Financial Management Solutions with Cloud-based Architecture

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 wealth management companies

We started from scratch, and with Sage Intacct and a team of two, we are currently managing hundreds of millions of dollars worth of real estate, equity investments, and various businesses. We are now more efficient in everything we do from GL to reporting.
Jason Gabauer
Controller, Halstatt

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