Sage Intacct for Financial Services

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Deeper financial data at your fingertips

No matter how big your firm is, if you’re a Chief Financial Officer (CFO) or Chief Investment Officer (CIO), the challenges are relentless.

Integrating data from different systems, continuously calculating a fair market value (FMV) and net asset value (NAV) for your portfolios, creating reports for your board…

These are time-sensitive tasks, so you can’t be left waiting. You need to look past Xero, MYOB and Excel to find a true cloud-based financial management platform for investment management. You need Sage Intacct.

Multi-fund Consolidation across hundreds of entities in real-time

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

Sage Intacct for Financial Services is the world’s leading multi-entity cloud financial management platform for investment management firms, giving you:

  • Real-time consolidations with intercompany eliminations
  • Drill-down access to all of your funds, assets, and operating companies, letting you see what’s important
  • Multi-currency support for your global business
  • Dozens of built-in reports, alongside sophisticated custom reporting and analytics.

New dashboards with no extra software or IT Support

New software shouldn’t mean new headaches. Sage Intacct’s scalable architecture and cloud-based delivery means that your platform grows with your business.

You can easily increase assets under management and expand your portfolio financial services—without extra work. You can also share charts of accounts, payments and receivables for all your operating companies.

Sage Intacct gives financial management companies immediate access to the right data across a large number of complex entity structures. This means smarter decisions and bigger investment returns.

To find out more about how PKF Smith Cooper Systems can help your Financial Services business contact us on 01332 959008 or email [email protected]

What our clients have to say...

Derventio Housing Trust has worked with Smith Cooper for over ten years. They have always been on hand for any help with Sage 200 and Sage 50. The staff are polite on the phone and in person, and turnaround times in dealing with queries are very efficient.

Karan Johal, Finance Director at Derventio Housing Trust

Smith Cooper has worked with us for many years. They have helped us put a Sage system in place that is perfectly tailored for our construction business and its specific needs. Through a culmination of tailoring the programme itself – and creating bespoke reports – we have everything we want in real-time at our fingertips.

Libby Price, Director at B Price
PKF Smith Cooper Systems FS Icon

Book a FREE on-site visit to discuss how sage can help scale your business.

Call 01332 959008, email us or enquire online today

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