Welcome to the future of wealth management! Maximize control over your financial portfolio with The Answer Company’s Investment Manager for Sage Intacct — your gateway to unparalleled financial control and efficiency. Explore a comprehensive suite of features tailored to meet the diverse needs of corporate investment managers, family offices, and family office management firms.

Benefits of Investment Manager

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  • Manage Holdings and Dividends Effortlessly

    Easily oversee and administer your holdings and dividends with our intuitive interface, providing you with a seamless experience in managing your investment portfolio. Our system automatically records all your investment transactions in your ledger, ensuring accurate and up-to-date financial tracking. Enjoy the convenience of a streamlined, error-free record-keeping process. Receive real-time snapquote updates, allowing you to track securities performance instantly. Make informed decisions based on the most current market information.

  • Automated Financial Calculations

    Let Sage Intacct calculate capital gains figures, dividends, variable rate loan payments, and brokerage fees. Intacct takes the burden off your shoulders by seamlessly calculating complex financial metrics, including capital gains figures, dividend amounts, variable rate loan payments, and brokerage fees. Ensure accuracy and save valuable time.

  • Simplify Your Work and Customize Your Needs

    Our solution allows you to import securities orders from various brokerages effortlessly, using the widely recognized CSV format. Streamline your data import process for a more efficient investment management system. Track client loans and investments with detailed journal entries. Keep a comprehensive record of origination, re-advancement, interest, penalties, and pre-payment, ensuring a precise and thorough tracking system.

  • Real-Time Market Data Integration

    The Investment Manager's web APIs pull in the most recent data on share prices and market performance, providing you with real-time insights. Make data-driven decisions and ensure your investment strategy is always aligned with the current market conditions. With automated posting, all investment transactions seamlessly integrate into your General Ledger, reducing manual efforts and minimizing the risk of errors. Enjoy a streamlined and error-free financial reporting process.

  • Demand Investment Optimization

    The System computes figures and payout (Cash or Compound) interest on account balances. Optimize your investment returns. Our system goes beyond basic calculations and computes figures for demand investments, facilitating the payout of interest, whether in cash or compound, based on account balances. Maximize returns with precision and ease.

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