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Software solutions for financial services

Get real-time, consolidated data and insights to make smarter decisions for your business.

A powerful financial management software solution is the foundation to help you improve productivity, collaboration and customer service.

With a comprehensive and accurate financial management system, you can make confident business decisions and slash the time and cost of complex accounting and financial processes along the way.

Integrate your financial, accounting and customer relationship activities to a more streamlined financial management process with Sage software. Our financial solutions provide real-time visibility, collaboration, agility, and most of all, compliance in order to achieve success for your business.

The powerful capabilities of our financial software allows you to;

  • Trade geographically in multiple currencies and languages.
  • Easily manage, consolidate financials for multiple companies
  • Easily estimate and track project and job cost
  • Budget forecast per task and project
  • Record of all project reviews and adjustments
  • Multiple invoicing methods
  • Streamline payment processing while increasing efficiency, reducing processing costs
  • Use the cloud to securely access key data anytime, anywhere
  • Seamlessly scale as your business grows – without adding headcount

Multi-fund Consolidation across 100’s of entities in real-time

Chances are, your firm spends countless hours on tedious and error-prone financial reporting, preparing statements, budgets, analyses, and compliance filings for each of your funds. You barely finish in time to start all over again.

Sage Intacct—the only cloud-financial services management platform preferred by the AICPA*—is the world’s leading multi-entity, multicurrency cloud financial management platform for investment management firms. You get real-time consolidations with intercompany eliminations; drill-down access to all of your funds, assets, and operating companies; multicurrency support; full GAAP compliance; dozens of built-in reports; and sophisticated custom reporting and analytics.

*American Institute of Certified Public Accountants

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Sage Intacct

The smart cloud accounting and ERP solution to unleash the potential of your business. Learn why industry leaders choose Sage Intacct.

 

Discover Sage Intacct

 

Across all industries, Sage Intacct customers achieve an average of:

  • 250% ROI
  • 6 months payback
  • 79% close time reduction
  • 65% productivity improvement

Rated #1 in customer satisfaction by G2.

Sage X3

A flexible ERP solution that streamlines operations, enhances cost control and improves supply chain visibility for mid-sized businesses.

 

Discover Sage X3

 

Ideal for global companies in the manufacturing, distribution, chemicals and services industries. 

  • Take control of global operations
  • Get the insight you need, when you need it
  • Expand to new markets or geographies
  • Gain agility and focus on your business

G2 Users Most Likely to Recommend Winner.

Advice about managing your financial services business

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