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.
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.