Investment 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 Investment managers, CFOs, CIOs and Controllers avoid the following common challenges with outdated systems:
Sage Intacct real-time analytics for multiple entity consolidation saves time and reduces errors:
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.
Automate financial consolidation activities including currency conversions, inter-entity transactions, local tax reporting, and reporting across entities.