Accurate and actionable data for smarter asset management
Grow faster, keep one step ahead of the competition, and adhere to changing regulatory standards. Take advantage of quick, custom reporting, multi-entity, multi-asset, and multi-currency consolidations that are all done in real time with Sage Intacct for Asset Management Firms
- Conduct continuous multi-entity consolidations
- Reduce the number of entries by 90% with a dimensional chart of accounts
- Create custom financial dashboards with click-and-drag ease
- Stay GAAP compliant with front-to-back office audit trails
Gain real-time visibility across your entire organization
Get broad and deep real-time visibility into financial and operational data across all of your entities and assets under management.
- Choose from 150 standard reports, or easily build your own
- Get a holistic, actionable view of performance and trends in a single source of truth
- Track accounts performance, budget vs. plan, and monitor key metrics like AUM, liquidity ratios, and current consolidated cash
Drive ultimate efficiency across systems and processes
A customizable cloud solution that allows users to securely share data and link various systems will keep your asset management company agile. An entire company has access to simple, user-friendly systems that their team can easily learn and utilize.
Be empowered in the cloud
Decrease IT costs and dependency, strengthen security, improve data access, and automate quarterly updates and data backup.
- Get 24/7 access to your business critical data -- anytime/anywhere on any device
- Have less downtime and disruption with cloud-delivered updates
- Scale your business with pre-built capabilities and custom features
Sage Intacct Resources
