Sage Intacct is the only preferred provider of the AIPCA for cloud financial management and is specialized in helping Wealth and Asset Management firms, REITs, and Family Offices. Sage Intacct streamlines investments, capital, and claims reporting, all while delivering real-time visibility into the metrics that matter. With Sage Intacct for wealth and asset management, you can easily scale for growth and effectively manage multiple locations, funding streams, and entities. Our modern, native-cloud solution, with open API architecture, gives Wealth and Asset Management firms the connectivity, visibility, and efficiency they need to do more with less.

Benefits.

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  • Multi-Entity Management

    Sage Intacct supports multiple entities in a single instance and automates financial consolidation activities including currency conversion, inter-entity transactions, local tax reporting and more. Boost staff productivity by eliminating the manual processes around multi-entity reporting and set up new entities in minutes without expensive consultants. Comply with GAAP or SAP rules with best-in-class auditing of inter-company transactions with detailed transaction logs and an integrated “collaborative compliance” environment that’s consistent across the front and back office.

  • Reporting & Real-Time Visibility

    Get the reports you need in seconds rather than days and the ability to configure custom reports with unlimited dimensions. Not only can you track financial data including P&L, budget vs. plan, and cash, but you can also filter, slice, and drill down to see metrics and trends by their drivers. Get the data you need in seconds to make informed management decisions.

  • Access Through the Cloud

    Keep your organization agile and connected — with an open, configurable cloud solution built with an open API for seamless integration that drives efficiencies. With the cloud, you can access Sage Intacct anytime, anywhere on any browser and with greater than 99.9% availability and rigorous data security certifications, your data is always accessible and secure. Upgrades with new features automatically occur four times per year, at no additional charge and without any re-implementation. This allows you to grow users and transaction volumes without impacting performance or adding servers and eliminate costs of servers and IT staff to keep systems running.

  • Reduce Error-Prone Manual Processes

    Gain efficiencies and free up resources for value-add activities by automating and streamlining processes like procurement, month-end close, consolidations, allocations, fund management, and compliance reporting. When you automate manual processes you can grow your revenue without additional headcount, lower your DSO and lower the amount of time to consolidate the books from weeks to minutes.

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Why Wealth and Asset Management Firms are Choosing Sage Intacct Accounting Software

Industry Recognition and User Reviews

Sage Intacct is the only accounting software preferred by the AICPA. Based on over 1000 credible G2 reviews, Sage Intacct is in G2’s Leader Quadrant and holds the Top Customer Satisfaction Rating. The solution is rated 8.7 out of 10 on TrustRadius and 4.4 out of 5 on Gartner Peer Insights. Read more Sage Intacct reviews.

Open API Structure

On top of several native integrations, Sage Intacct’s open architecture allows for easy and seamless integration with hundreds of third-party applications, requiring very little additional developer work. Many Sage Intacct users favour the solution for its easy connection with CriterionHCM, Tipalti, and countless others.

Return on Investment

Across various industries and organization sizes, Sage Intacct has proven an average return on investment (ROI) of 250% with a less than 6-month payback period.

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Meet a Team Member
Meet Shawn Ostheimer, Our Sage Intacct for Family Office/Wealth and Asset Management Expert

Shawn Ostheimer is the founder and president of The Answer Company. Beginning in 1994, Shawn has spearheaded the company’s growth to become the largest Sage provider in Western Canada. With...

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