In this Sage Intacct for Wealth and Asset Management Datasheet, you will learn how family offices and wealth management and asset
management firms need speed and accuracy to financial insights that on-premises accounting technology and
spreadsheet reporting simply don’t provide. This is why they choose Sage Intacct as their proven cloud-based financial management solution to accelerate global consolidations—boosting productivity 25–50%.

Sage Intacct Cloud Accounting provides wealth and asset management firms with a comprehensive financial management platform. It encompasses essential functionalities such as portfolio accounting, fund administration, investor reporting, and compliance tracking.

Real-time visibility is a standout feature of Sage Intacct. The software enables wealth and asset management firms to gain accurate and up-to-date insights into their financial data, empowering them to make informed investment decisions, monitor portfolio performance, and effectively manage client relationships.