CLOUD ACCOUNTING SOFTWARE FOR PROCESS AUTOMATION, ONGONG CONSOLIDATION

DATA-DRIVEN FINANCIALS DRIVE REAL-TIME BUSINESS INTELLIGENCE

Wealth management firms require dedicated wealth management accounting solutions to accurately to do everything from consolidate entities in real-time to combine financial and operation metrics.

Wealth management firms are consistently pushing to meet increasing client service demands and bottom-line growth expectations – often navigating multi-entity accounting requirements in a complex regulatory landscape.

Today’s wealth management firms require:

  • Continuous multi-entity consolidations of complex global financials.
  • Shared dimensional chart of accounts saves time and boosts efficiency.
  • Dashboard analytics for instant shared access within and across entities.
  • Collaborative compliance including GAAP and front-to-back office audit trails.

CompuData’s innovative Sage Intacct expertise automated and fully integrates Sage Intacct for growing wealth management companies – with growing your business top of mind.

CLOUD ACCOUNTING

Grow with scalable, robust cloud architecture.

MULTI-ENTITY FINANCIAL MANAGEMENT

Accounting software designed to reduce multi-entity complexity.

DEEPER DATA VISUALIZATIONS

Real-time financial reporting anytime, anywhere.

INTEGRATED, ALL-IN-ONE ACCOUNTING SOFTWARE

Sage Intacct’s accounting software does it all.
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KEY PROFESSIONAL SERVICES KPIs DRIVING FINANCIAL SUCCESS

Monitoring the right KPIs can boost organizational performance
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READY FOR SAGE INTACCT?

Take your free 30-day trial of Sage Intacct
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