Financial Services: Asset Management Firms

Sage Intacct for Financial Services

Cloud Accounting w/ Consolidated Real-Time Data – Right When You Need It

Sage Intacct Cloud Accounting Software

asset management Multi-entity cloud accounting software

Sage Intacct’s automated accounting and financial management software helps to protect your firm in times of adversity, and accelerate growth in times of prosperity. From fast multi-entity, multi-asset, and multi-currency consolidations to global accounting and complex reporting made simple, discover a higher level of operational efficiency excellence with Sage Intacct.

Fast Consolidations – Without the Mind-Numbing Cutting and Pasting in Excel

Sage Intacct is the only AICPA preferred financial management solution and rated #1 in customer satisfaction.

    Reduce Complexity and Unlock Productivity

    Sage Intacct accounting software removes complexity through automation and ongoing consolidation. Mitigate risk and errors in the process while eliminating manual effort, streamline planning cycles, and improve your business intelligence capabilities.

    • Reduce consolidation time of complex entity structures with continuous consolidation
    • Shared dimensional chart of accounts saves time and boosts efficiency
    • A single version of truth that easily manages global accounting processes based on current and future regulatory requirements
    Financial Services Multidimensional Reporting – The Data You Need Right Now

    Lower Total Cost of Ownership (TCO) = Opportunity


    With Sage Intacct’s cloud-based software, you can achieve optimized workflows, faster consolidation, and greater accuracy with lower TCO and less risk. 

    • Gain greater operational efficiency with one automated and integrated solution designed for multi-entity asset management
    • Deeper data visualizations into real-time financial reporting anytime anywhere
    • Align front-to-back office to create actionable reporting and collaborative audit trails

    Efficiency Fueled by Cloud Technology

    Sage Intacct’s Cloud accounting software provides companies with reduced time to benefit, pain-free updates, and simple system integration.

    • Protected 24/7 access from anywhere on any device while providing secure delivery of critical business data and sensitive customer information
    • Less down-time and disruption thanks to cloud-delivered system releases, backup, disaster recovery, and more
    • Scalable design, pre-built capabilities, and custom features enable your accounting system to grow with your business
    Financial services accounting software


    Sage Intacct
    Accounts Payable

    Sage Intacct
    Accounts Receivable

    Sage Intacct
    Cash Management

    Sage Intacct
    General Ledger

    Sage Intacct
    Order Management

    Sage Intacct

    Recognized as a Top 50 Best Software
    Products for Mid-Market by G2 Crowd.

    The first and only AICPA preferred
    financial management solution.

    2 Trust Radius Awards for
    Accounting & Budgeting and ERP.

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