Why Wealth and Asset Management Firms Are Choosing Sage Intacct
In an industry marked by rapid change, growing consumer demands, and an evolving regulatory environment, wealth and asset management firms must move quickly to stay ahead. If you’re still relying on QuickBooks, your financial system may be holding you back.
Sage Intacct is the solution to future-proof your firm and help you thrive in today’s competitive landscape. Here’s why wealth and asset management firms are making the switch to Sage Intacct:
6 Key Reasons Wealth and Asset Management Firms Choose Sage Intacct
1. Purpose-Built for Wealth and Asset Management
Sage Intacct is designed to solve the unique financial management challenges of wealth and asset management firms. From managing multiple entities and complex allocations to offering granular data for strategic decision-making, Sage Intacct has the capabilities others don’t.
- Real-time financial and operational reports and dashboards
- Customizable transaction dimensions and filtering
- Role-based access controls for data security
- Seamless integrations with other systems like Bill.com, Salesforce, and more
2. Trusted by the Industry’s Leaders
As the only preferred financial management system endorsed by the American Institute of CPAs (AICPA), Sage Intacct has earned the trust of leading financial services firms managing over $1.3 trillion in assets.
- Specializes in multi-entity reporting and GAAP compliance
- Backed by AICPA’s expertise and rigorous standards
- Rated #1 in customer satisfaction on G2 for faster ROI
3. Efficiency at Scale
Gone are the days of inefficient, error-prone, manual processes. Sage Intacct helps you streamline operations, from closing the books to reporting and compliance—allowing your team to focus on growth and strategy.
- Dramatically reduce the time required for monthly closes (from 50-60 hours to as few as 6)
- Automate complex financial management across multiple entities and funds
- Gain real-time insight into key financial and operational metrics
4. A Real-Time, Consolidated View
As a wealth or asset management firm, you need a complete, real-time view of your financials across multiple funds, locations, and assets. Sage Intacct allows you to track and manage all aspects of your firm’s finances seamlessly, no matter how complex the structure.
- Consolidate financials across multiple entities, currencies, and locations
- Real-time access to metrics for faster, informed decision-making
- Customizable financial views for different stakeholders
5. Growth Without Added Headcount
With Sage Intacct, you don’t need to hire more staff to support your growth. The platform is built to scale with your business, improving operational efficiency without additional headcount.
- Increase revenue 2x to 4x with little to no additional staff
- Streamline overhead allocation across the organization
- Efficiently manage complex allocations and intercompany transactions
This article is posted at sage.com
Please fill out the form to access the content
