Graduate to the software solution ranked #1 in customer satisfaction that streamlines finance and accounting for wealth management firms.
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.
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.
Sage Intacct role-based dashboards and performance cards show your wealth management organization’s performance in real-time.
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.
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.
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.