Sage Intacct for Financial Services

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Sage Intacct

Financial Services Management Platform

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Deeper financial data at your fingertips

Regardless of the number of assets under management (AUM) at your firm, if you’re a Chief Financial Officer (CFO) or Chief Investment Officer (CIO), the challenges are relentless.

You need to integrate data from different systems; continuously calculate a fair market value (FMV) and net asset value (NAV) for your diverse portfolios, monitor cash-on-cash performance; consolidate results across multiple operating companies into a single holding company, and create timely and actionable reports for your board.

Since that has to happen in hours, not weeks, you need to look past Xero, MYOB and Excel to find a true cloud-based financial management platform for investment management, like Sage Intacct

Multi-fund Consolidation across 100’s of entities in real-time

Chances are, your firm spends countless hours on tedious and error-prone financial reporting, preparing statements, budgets, analysis, and compliance filings for each of your funds. You barely finish in time to start all over again.

Sage Intacct for Financial Services—the only cloud-financial services management platform preferred by the AICPA*—is the world’s leading multi-entity, multi-currency cloud financial management platform for investment management firms.

You get real-time consolidations with intercompany eliminations; drill-down access to all of your funds, assets, and operating companies; multi-currency support; full GAAP compliance; dozens of built-in reports; and sophisticated custom reporting and analytics.

*American Institute of Certified Public Accountants

Financial Services Organisations Rely on Sage Intacct

Brookfield
Halstatt
i3 Verticals
MidCap Business Credit
Pathway Lending
sifma
With Sage Intacct, Pride Investment Partners have streamlined financial consolidations

"Sage Intacct… offers flexibility, ease of use, and the ability to see where we are financially at any point in time with instant consolidations. Reporting capabilities are outstanding – those are the things that are key for us. My time is now freer to… work on investing funds rather than tracking them and looking at history in our books."

Michael Dolence
Vice President of Operations, Pride Investment Partners

New dashboards with no extra software or IT Support

Sage Intacct’s scalable architecture and cloud-based delivery, means that your platform stays in step with you as you grow.

You can easily increase assets under management and expand your portfolio of funds and operating companies—without adding staff, installing more software, or creating extra work. You can share charts of accounts, payments, receivables, and cheque cutting for all your operating companies.

Sage Intacct gives investment management companies immediate access to the right data and information across a large number of complex entity structures to make smarter decisions that lead to increased investment returns.

Sage Intacct helps CFOs and CIOs become increasingly data-driven and transition away from outdated quarterly reporting to continuous consolidation and real-time reporting.

Collaborative GAAP compliance

By using the latest compliance strategies and auditing techniques, Sage Intacct can minimise your compliance risk exposure.

Sage Intacct provides best-in-class auditing of intercompany transactions with detailed transaction logs and an integrated “collaborative compliance” environment that’s consistent across the front and back office.

You see not only what you did and when you did it, but also why you did it and how the transaction complies with GAAP rules.

The AICPA (American Institute of Certified Public Accountants) preferred financial management solution

Sage Intacct is the choice of the experts in accounting. The AICPA, which sets accounting standards for the profession, acknowledged Sage Intacct as the preferred provider of financial applications after a thorough review of software providers.

Resources

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Whitepaper

Driving performance in financial services 3 new approaches for the data-driven financial leader

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Customer Story

Pride Investment Partners

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New dashboards with no extra software or IT Support

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Rated #1 for customer satisfaction by G2 Crowd.

Rated #1 for customer satisfaction by G2 Crowd.

Sage Intacct was named to the 2019 G2 Crowd list of the 50 Best Software Products

Sage Intacct was named to the 2019 G2 Crowd list of the 50 Best Software Products

2 Top Rated Awards in the Accounting & Budgeting and ERP categories.

2 Top Rated Awards in the Accounting & Budgeting and ERP categories.

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