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Sage Intacct cloud accounting software for asset management firms

See how you can get greater visibility and control of your accounts and entities with Sage Intacct, the only preferred cloud financial management solution of the AICPA.


Trusted by

Halstatt LLC
Brookfield Asset Management
Sasser Family Companies

Accurate and actionable data for smarter asset management

Accelerate your growth, stay ahead of the competition, and meet ever-evolving regulatory requirements. Tap into fast multi-entity, multi-asset, multi-currency consolidations and custom reporting—all in real time.

Learn how Sasser Family Companies gained a real-time view of complex financials across its businesses. Hear their story

Gain real-time visibility across your entire organization

Get broad and deep real-time visibility into financial and operational data across all of your entities and assets under management.

  • Choose from 150 standard reports, or easily build your own.
  • Get a holistic, actionable view of performance and trends in a single source of truth.
  • Track accounts performance, budget vs. plan, and monitor key metrics like AUM, liquidity ratios, and current consolidated cash.
View the financial dashboards and metrics that matter. Read the data sheet.

Drive ultimate efficiency across systems and processes

Keep your asset management firm agile with a configurable cloud solution.

  • Securely share data and connect multiple systems in accounting for asset management.

  • Your entire firm has access to intuitive, easy-to-use systems that your staff can quickly adopt and navigate with ease.

5 pitfalls to avoid with financial integrations. Read e-book

Be empowered in the cloud

Decrease IT costs and dependency, strengthen security, improve data access, and automate quarterly updates and data backup.

  • Get 24/7 access to your business critical data—anytime/anywhere on any device.
  • Have less downtime and disruption with cloud-delivered updates.
  • Scale your business with pre-built capabilities and custom features.
How asset management firms can drive success with cloud financials. Watch the product demo.

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Sage Intacct accounting software products—#1 in customer satisfaction

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Cloud Accounting for Wealth and Asset Management


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Sage Intacct Multi-Entity Financial Management

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Senior Accountant, Halstatt

Sage Intacct’s flexibility has given us a lot more real-time information that has empowered us to manage and pursue new investments seamlessly. Since we now have an up-to-date consolidated view into our financial performance 24/7, our time is freed up to focus on more strategic initiatives—enabling us to drive notable value across our entire organization.

Halstatt LLC

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