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Sage Intacct Provides Deep Insights for Wealth and Asset Management Professionals


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Sage Intacct is a powerful solution with a finance and accounting foundation. Making it a dependable solution for businesses needing access to strong analytics, advanced reporting, with business intelligence. 

Watch a short demo for wealth and asset management business using the Sage Intacct multi-entity, continual consolidation financial solution. 

 Basic Benefits of Sage Intacct for Wealth Managers

  1. Allows for diversification of alternative and illiquid assets such as real estate, infrastructure, private equity, hedge funds, etc.
  2. Sage Intacct gives medium sized businesses the functionality of a solution utilized by an enterprise sized company by offering a solution that can fundamentally protect assets, acquisition of assets, and sale of assets.
  3. With ‘asset class’ tracked as a dimension in Sage Intacct, executives can analyze how individual assets are affecting funds by reviewing different funds with different focuses but a shared chart of accounts providing continuous shared info.
  4. If you are operating across multiple currencies or geographies, Sage Intacct allows you to consolidate data into a single currency for comparison.
  5. Through role based dashboards, fund managers just see their side of the business, while CFO’s and CEO’s can see information across all funds. Intacct gives users the capability to drill into data to see transactions that are driving outcomes. You have access to underlying data within the system of records which gives companies the foundation to stay GAAP compliant and deal with audits more smoothly.
  6. With a front to back office compliance tool, Sage Intacct has a documented discussion and audit trail offering collaboration within the system rather than relying on email threads. Comments are tracked for future discussions.

Even modestly sized wealth and asset management businesses need to be able to answer complex financial questions across multiple funds and geographies. With an AICPA-endorsed cloud financial management solution like Sage Intacct, wealth managers can see key financials at a glance and drill down as needed into each individual asset. In addition, with a simplified chart of accounts, easier GAAP compliance, and better collaboration between the front and back office, wealth managers can spend less time analyzing data and more time focusing on how to help their clients reach their goals.

Tagged With: Sage Intacct, What's New
RKL Team

Written by RKL Team

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