It all changed with Sage Intacct.
Fulfilling its need for speed, Halsta uses Sage Intacct to automate
consolidations in minutes with a single click. Portfolio dashboards show
the value of assets under management and the cash position available to
invest. Board books are available in minutes.
Now, the finance team can evaluate any deal in the investment pipeline
using real-time portfolio information. The company had the time
and analysis ready to invest in three additional off-market deals that
previously wouldn't have been possible when they were using Excel.
preparing reports and analyses.
MORE
THAN 100
HOURS
SAVED
We started from scratch,
and with Sage Intacct and a
team of two, we are currently
managing hundreds of
millions of dollars worth of
real estate, equity investments,
and various businesses. We
are now more efficient in
everything we do from GL
to reporting.
Jason Gabauer
Controller
Sage Intacct for Wealth and
Asset Management
26 Customer Heroes
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