Cloud Accounting Software for Wealth Management Firms

The financial management solution that lets you consolidate hundreds of entities.

Graduate to the software solution ranked #1 in customer satisfaction that streamlines finance and accounting for wealth management firms.

Best wealth management firm accounting software to guide your clients and grow your business

Today’s financial advisors are doubling down on their level of engagement with clients. Clients not only want information about their investments but also want reassurance that their finances are in order. Your ability to respond to client needs and achieve bottom-line growth is paramount. Sage Intacct wealth management accounting software helps simplify and streamline that for you.

Consolidate continuously for diversified portfolios

Say goodbye to time-consuming, error-prone consolidations across complex entity structures. Simplify your chart of accounts and conduct continuous consolidations automatically so you can make smarter decisions, faster. Use accounting software for wealth management firms that works for you.

• Reduce the number of entries needed by as much as 90% with a shared dimensional chart of accounts.
• Lower the amount of time to consolidate the books from weeks to minutes.
• Empower your team to be more productive and strategic.

Configurable dashboards for better data and analysis

Sage Intacct role-based dashboards and performance cards show your wealth management organization’s performance in real-time.

• Track financial data including P&L, budget vs. plan, and cash.
• Filter, slice, and drill down to see metrics and trends by their drivers.

Drive ultimate efficiency across systems and processes

Keep your wealth management firm agile with an open, configurable, cloud solution that lets you easily share data and connect multiple systems to your client portfolios, expense management, commissions, and payroll.

Limitless possibilities in the cloud for wealth management

Take advantage of Sage Intacct’s born in the cloud accounting solution that can save you significant time and money, mitigate risk, and achieve flexibility you need to scale your business.

• Get complete security, 24/7 data access, guaranteed performance, and quarterly updates with efficient, pay-as-you-go pricing.
• Open API architecture makes it easy to integrate other systems for even greater efficiency.

Contact us at Akuna Solutions and explore with a Sage Intacct implementation specialist how to leverage the most modern technology available today to support your organisation’s mission.