We know possessing the capacity to transfer investors and the ownership of entities is a unique scenario of your Wealth Management Company.
Can you conceive an easy way for your Wealth Management Company to consolidate and compare multiple entities of investments, assets, and contract information at any time with internet access?
With Sage Intacct, you gain real-time access to your data, the capacity to present that data to stakeholders, and access a consolidated or group view of assets for combining and analyzing. Even during due diligence, you have the flexibility to move assets in and out of businesses maintaining congruency.
Welcome to an automated and fully integrated single source of accuracy.
Leverage multi-entity, multi-currency global consolidation accounting for your business portfolio.
Sage Intacct’s dimensions foundation offers a simple way to track and report on each of your entities.
Leverage real-time performance visibility into each of your firm’s businesses. Save 40+ hours per month and cut data confirmation by 75%.
Don’t leave your successful companies vulnerable to audits. Use a system the logs what’s happened.
Are you Ready to Get Multiple-Entity & Real-Time Consolidated Data to Maximize Your Profits & Accelerate Decision-Making?
Guide your clients and grow your business, and work with a trusted partner to maximize your Wealth Management Financial Operations.
Focus on growing your businesses. Let us protect your blindspots and support your understanding of the vital data with key recommendations and technical support.
Tap into real-time consolidation, easy to use dashboards, fully integrated data, and a cloud-based system. Instead of hindering growth, Sage Intacct scales with your growth
Tap into these powerful services as we work together through the following three phases.
1 – Assess & Design
2 – Implementation
3 – Ongoing Support
Beyond Sage Intacct, leverage the best-of-breed technology solutions for top-notch decision-making.
Start outsourcing your accounting functions in a cost-effective and scalable way.
With the right CFO, we’ll maximize profitability while you focus on growing revenue.
Fill out the following form and let’s explore how we take your business portfolio to the highest level, together.
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