Financial Services: Wealth Management Firms

Sage Intacct for Financial Services

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

Sage Intacct Cloud Accounting Software

wealth management Cloud accounting software

Sage Intacct understands 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.

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

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

    Consolidate and Diversify

    Sage Intacct’s automated accounting software simplifies your chart of accounts and continuously consolidates. With Sage Intacct’s 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
    Financial Services Multidimensional Reporting – The Data You Need Right Now

    Better Data, Analysis, and Insights with Shared Dashboards


     Sage Intacct helps 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

    Easy Closing with Innovative Cloud Technology

    Sage Intacct’s 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
    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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