Data Sheets

Cloud Accounting for Wealth and Asset Management

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3 Cloud Accounting for Wealth and Asset Management To learn more about how Sage Intacct can help you achieve your mission more efficiently, visit: h ps://www.sageintacct.com/nonprofit-accounting-so ware or contact us at 877-968-0600. ©2018 The Sage Group plc or its licensors. Sage, Sage logos, Sage product and service names mentioned herein are the trademarks of The Sage Group plc or its licensors. All other trademarks are the property of their respective owners. NA/WF 183498. Investor Dashboard Instantly access key metrics, such as AUM, across funds, IRR, and cash-on-cash. Slice and dice by fund, location, and asset class. Track metrics over time. Find out how Sage Intacct best-in-class cloud accounting solutions streamlineoperations and provide real-time insights, boosting productivity and growth.

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