Sage Intacct for Financial Services Businesses is the ideal solution for successful wealth and asset management. This system offers industry-specific capabilities that empower financial services firms, insurance companies, real estate agencies, and FinTech firms to streamline their workflows. A system that delivers clear and measurable results. Produce reports more rapidly, and frequently, for greater business transparency.
Financial leaders today balance the need to manage an increasing level of business complexity with the need for speed. You’re expected to keep your eye on multiple entities with multiple regulatory frameworks and multiple currencies. Think that’s complicated? Now add frequent change to the equation. A monthly financial check-in isn’t good enough for today’s CFO. You need the agility to make decisions at a moment’s notice — and those decisions must be based on the real-time financial truth.
Your financial management system is fundamental to your firm’s success.
Choose s system that gives you control of costs, faster reporting time, cash flow analysis, budgeting & planning, audit compliance, trust, and security.
With Sage Intacct, you enjoy custom reporting and dashboards, continuous multi-entity consolidation, streamlined processes across all entities, planning, and budgeting for growth.