2 Cloud Accounting for Wealth and Asset Management
Your Best Choice—But Don't Take Our Word For It
"Instead of looking at what has happened we use Sage
Intacct as the single source of the truth to proactively analyze
and drive the business looking forward. We can now
consolidate in minutes to help us drive investment decisions"
–Jason Gabauer, Halsta LLC
The Leading Multi-Entity Cloud-Based
Accounting System For Investment-
Management Firms
Sage Intacct helps CFOs and Chief Investment
Officers access integrated management and financial
reports across their holding companies and operating
companies – in minutes not days – to grow and drive
their investment business. Dashboards operate on a
combination of both financial and operational data.
Smarter Wealth And Asset Management
Accounting In Minutes, Not Hours
Sage Intacct, the only AICPA-endorsed
cloud-accounting solution, provides best-in-class
multi-currency accounting, continuous consolidation
and drilldown across multi-entity funds to reduce
rollup times from dozens of hours to minutes with
full GAAP compliance.
Cfo Dashboard
Sage Intacct provides access within and across
entities to show you cash balance, balance sheets,
and cash-flow statements for collaborative decision-
making. Analyze client billing, revenue per client,
profit per client, and return on partner capital.
