Achieve Cost Savings in the Wealth and Asset Management Industry

In the world of wealth and asset management, regardless of the size of your firm or the amount of assets under management, you are faced with numerous challenges. The demands on finance leaders are immense, from integrating data from different systems to calculating fair market value and net asset value, monitoring cash-on-cash performance, consolidating results across multiple operating companies, and creating timely and actionable reports.

However, there is a solution that can help streamline these processes and drive success for your firm: Sage Intacct, a true cloud-based accounting system for investment management.

3 Benefits of Sage Intacct

  • Get a real-time view of your finances across all entities. Get a dimensional chart of accounts that will reduce entries to a few hundred
  • Use powerful dashboard analytics with instant shared access across entities. Track financial data and analyze your investments’ performance.
  • Access to collaborative compliance with a front-to-back office audit trail of all transactions. You can ensure your firm complies with regulations and industry standards, giving you peace of mind during external audits.
Challenges in the Wealth and Asset Management Industry
How Sage Intacct Can Solve These Challenges
  1. Consolidation takes days across entities
Reduce the consolidation process from days to minutes, providing you with real-time, consolidated financial data. 
  1. Inconsistent Chart of Accounts
Sage Intacct offers a shared dimensional chart of accounts, eliminating the need for multiple, inconsistent charts. 
  1. Real-time access to data
Get instant access to up-to-date financial information. This empowers you to make informed decisions quickly and respond to market changes effectively.
  1. Increasing headcount
Optimize your firm’s efficiency by automating time-consuming processes so you can accomplish more with existing resources and avoid hiring additional staff.
  1. Tedious close process
Sage Intacct’s continuous close capabilities streamline the closing process and can save you ample time and effort. 
  1. Lack of compliance with no audit trail
With the system’s comprehensive audit trail, you can ensure compliance with regulatory requirements and have a complete record of all financial transactions mitigating risks and strengthening your firm’s governance.


How Halstatt Achieved 90% in Cost Savings With Sage Intacct

  • They cut 200 hours of work previously spent on the closing process. With real-time visibility and automation, they streamlined their financial statements and reporting, freeing up valuable time for strategic decision-making.
  • Avoided hiring 3-4 additional staff members. By leveraging the system’s automation and efficiency, they maximized their workforce, ensuring optimal productivity and cost-effectiveness.

Halstatt’s significant expense reduction allowed them to allocate resources to other critical business areas, fueling growth and expansion. This company’s success story demonstrates Sage Intacct’s transformative power for wealth and asset management firms. 

“With Sage Intacct, we are currently managing hundreds of millions of dollars worth of real estate, equity investments, and businesses. We are more efficient in everything we do from GL to reporting.”

Jason Gabauer, Controller, Halstatt

“Sage Intacct was the only option we had for the unique structure and reporting requirements of our business. Intacct also had a very robust system experience giving us the tools and functionality we need day-in and day-out.”

Mike Dolence, CFO, Priode Investment Partners


If you’re seeking a solution that can revolutionize your firm’s financial management, streamline processes, and unlock new levels of efficiency, Sage Intacct is the answer. Book a free discovery call and join the ranks of successful wealth and asset management firms like Halstatt and experience the transformative power of Sage Intacct today.

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