Save time and money with Sage Intacct.
Make light work of multiple-entity consolidations and gain access to real-time financial data.
No matter how many assets your firm has under management, if you’re a Chief Financial Officer or Chief Investment Officer, you’ll be facing relentless challenges.
You need to:
Since that has to happen in hours, not weeks, you need to look past Xero, MYOB, QuickBooks, and Excel to find a true cloud-based financial management platform for investment management.
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 American Institute of Certified Public Accountants * – is the world’s leading multi-entity, multicurrency cloud financial management platform for investment management firms. It gives you:
The Sage Intacct financial services management platform stays in step with you as you grow. You can easily increase assets under management and expand your portfolio of funds and operating companies - without adding staff, installing more software, or creating extra work. You can share charts of accounts, payments, receivables, and cheque cutting for all your operating companies.
Make smarter decisions that lead to increased investment returns when you have instant access to the right data and information across a large number of complex entity structures. Leave outdated quarterly reporting behind as you transition to continuous consolidation, real-time reporting and data-driven decision-making.
Minimise your compliance risk exposure by using the latest compliance strategies and auditing techniques. Sage Intacct provides best-in-class auditing of intercompany transactions with detailed transaction logs and an integrated “collaborative compliance” environment that’s consistent across the front and back office. You see not only what you did and when you did it, but also why you did it and how the transaction complies with rules.
Sage Intacct is built from the ground up to fully embrace the advantages of the cloud. Save on IT costs, experience unparalleled flexibility, stop software maintenance holding you back and rest assured your financial system is secure.
I believe the biggest shift is the much more widespread recognition of the need to protect your company through multiple legal entities and structures. Previously, this was territory of large or sophisticated firms. What we see as the major trend is the shift to this strategy by even modestly sized firms. The effective utilisation of the strategy is fundamental to the protection of assets, acquisition of assets and the sale of assets. Effective multi entity accounting is now fundamental in the wealth, family office, asset management, REITs and Private Equity spaces.
David Cieslak, Principal