Leading Cloud Financial Management & Accounting Software for Wealth Management
The only wealth management solution preferred by the AICPA that lets you consolidate hundreds of entities, access custom dashboards, and get deeper insights in real-time.
Graduate to the software solution ranked #1 in customer satisfaction that streamlines accounting and finance for wealth management firms.
Best-in-class cloud accounting software to guide your clients and grow your business
Financial advisors of today are intensifying their level of customer interaction. Clients seek confidence that their finances are in order in addition to information about their investments. It is crucial that you are able to meet client needs and increase your bottom line. We are here to streamline and simplify the process for you.
Consolidate continuously for diversified portfolios
Get rid of laborious, error-prone consolidations across intricate entity structures. So that you can decide more quickly and wisely, simplify your chart of accounts and carry out continual consolidations automatically.
- Reduce the number of entries needed by as much as 90% with a shared dimensional chart of accounts
- Lower the amount of time to consolidate the books from weeks to minutes
- Empower your team to be more productive and strategic
Configurable dashboards for better data and analysis
The performance of your wealth management organization is displayed in real-time by Sage Intacct role-based dashboards and performance cards. You can filter, split, and drill down to analyze metrics and trends by their drivers in addition to tracking financial data such as P&L, budget vs. plan, and cash.
Drive ultimate efficiency across systems and processes
With an open, customizable, cloud solution, you can quickly share data and connect various systems to your client portfolios, expenditure management, commissions, and payroll, keeping your wealth management business adaptable.
Limitless possibilities in the cloud for wealth management
Take advantage of Sage Intacct’s born in the cloud accounting solution that can save you significant time and money, mitigate risk, and achieve flexibility you need to scale your business.
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