Wealth Management Accounting Software

Close Faster and Save Significant Time and Money

sage-Intacct-partner Equation

Consolidate accounting across complex entity structures

Reduce errors and increase profits with wealth management accounting automation.

  • Asset Management Firms
  • Multi-Family Offices
  • Private Equity Firms
  • Real Estate Investment Firms
  • Single Family Offices
  • Venture Capital Firms
  • Wealth Management Firms
  • Fund Management Firms

Wealth Management SoftwareInvestment management professionals who manage complex business entities need complete visibility across all operations with simple ways to analyze data. Wealth management accounting software, like Sage Intacct, simplifies complex reporting and quickly aggregates financial information across investment portfolios. Investment managers oversee their client’s real estate, equity investments and various businesses. They need to access real-time data and share reports across multiple entities, track financial data including P&L, budget vs. plan and cash flow.

Sage Intacct Wealth and Asset Management with cloud accounting software enables wealth management companies to close faster, share dimensional chart of accounts, eliminate manual processes, and improve decisions with real-time business intelligence. Learn how to automate consolidation across multiple entities, save significant time and money, mitigate risk and grow the business. 

Sage Intacct is equipped with the latest innovations in wealth management accounting software in the cloud.  Investment managers, CFOs, CIOs and Controllers avoid the following common challenges with outdated systems: 

  • Managing consolidations across multiple business entities are complex and time consuming
  • Gathering analytics from multiple spreadsheets is tedious and error-prone 
  • Lacking audit trails and disaster recovery plans are inherently risky and non-GAAP compliant

Sage Intacct real-time analytics for multiple entity consolidation saves time and reduces errors:  

  • Sharing dashboard analytics instantly across entities
  • Tracking real-time financial data including P&L, budget vs. plan and cash flow
  • Maintaining GAAP compliance with front-to-back office collaborative audit trails
Wealth Management Software

In all my years of doing implementation, I never had an implementation on budget or got all I wanted.

“Equation really listened to me and took the time to understand what was most important to our business. I am sure that this contributed to the success of our company.”

Karen Gilmore - CPA Vice President Finance

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General Ledger

With Sage Intacct's revolutionary general ledger system, you can use dimension values to capture the business context of transactions, operational measures, and budgets.

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Improve Purchase Visibility

Sage Intacct P/O Management gives your purchasing team easy access to customizable, role-based dashboards to track budget performance, competitive quotes, price breaks, and more so they have critial information at a glance to make the right decisions.

Budgeting and Planning

Tackle budgeting and planning challenges  easily with model calculations like projected cash flow, sales, or revenue recognition options. Or calculate headcount expenses  without spreadsheet errors.

Asset Management

Increase control and reduce risk by tracking assets in a best-in-class cloud financial management.  Eliminate data entry  to your general ledger with a single set of data to simplify asset tracking and increase your accuracy throughout the complete asset lifecycle.

Multi-Entity Financial Consolidation

Automate financial consolidation activities including currency conversions, inter-entity transactions, local tax reporting, and reporting across entities.

Streamline Accounts Payable

Track and view payments, approvals, and reports - anytime, anywhere - while analyzing your A/P liabilities, vendor aging reports, and bill and check register reports across your business in real-time.

Reporting and Dashboards

Get better insights from your accounting system and track operational and financial data—by business driver—to give you superior reporting power and a more meaningful view of your whole business.

Automated Cash Management Reconciliations

Import statements from all your financial institutions and automatically reconcile your checking, savings, and credit card accounts. Easily spot exceptions, manage bank errors, monitor for fraud, and maintain accurate cash balances.