Sage Intacct

Wealth Management Accounting Software

We know possessing the capacity to transfer investors and the ownership of entities is a unique scenario of your Wealth Management Company.

Can you conceive an easy way for your Wealth Management Company to consolidate and compare multiple entities of investments, assets, and contract information at any time with internet access?

With Sage Intacct, you gain real-time access to your data, the capacity to present that data to stakeholders, and access a consolidated or group view of assets for combining and analyzing. Even during due diligence, you have the flexibility to move assets in and out of businesses maintaining congruency.

Welcome to an automated and fully integrated single source of accuracy.

Multi-Entity Consolidations

For Complex Global Financials

Leverage multi-entity, multi-currency global consolidation accounting for your business portfolio.

Multi-Dimensional Chart of Accounts

Saves Time & Boosts Efficiency

Sage Intacct’s dimensions foundation offers a simple way to track and report on each of your entities.

Real-Time Dashboard Analytics

Instant Shared Access Across Entities

Leverage real-time performance visibility into each of your firm’s businesses. Save 40+ hours per month and cut data confirmation by 75%.

Collaborative Compliance

GAAP + Front-To-Back Audit Trails

Don’t leave your successful companies vulnerable to audits. Use a system the logs what’s happened.

hina, joe, and john

An Experienced Team
You Can Trust

Build a higher-performing, lower-cost financial team that takes advantage of the best financial management software on the market.

We’ll guide the way with an initial assessment, systems implementation, and ongoing support.

colorful ripples of water from drop

Wealth Management Accounting Software and Consulting Services

Are you Ready to Get Multiple-Entity & Real-Time Consolidated Data to Maximize Your Profits & Accelerate Decision-Making?

Guide your clients and grow your business, and work with a trusted partner to maximize your Wealth Management Financial Operations.

Trusted CFO Solutions logo

The Right Partner

Trusted CFO Solutions

Focus on growing your businesses. Let us protect your blindspots and support your understanding of the vital data with key recommendations and technical support.

Sage Intacct ERP logo

The Right Product

Sage Intacct

Tap into real-time consolidation, easy to use dashboards, fully integrated data, and a cloud-based system. Instead of hindering growth, Sage Intacct scales with your growth


Client Success Stories

Explore their stories of transformation below.
chess game strategy

Make Financial Management Of A Ten-Entity Business Easy: …

Sage Intacct interviewed our client Tan Tam, the VP of accounting for RESICAP, a single source real estate company th…
Dollar Bills - Money

Instead of Taking TWO Weeks For Entering, Cutting, &…

“I love Trusted CFO Solutions. They have been so helpful! They help me understand what we’re trying to do. Anytime I …
holding the light

Client Interview: Stars And Strikes Survives The Challeng…

When we sat down to talk with Debby Ritnour, the second employee at 14-year-old Stars and Strikes, and Co…

Proven Financial Services

Family Office Specific Solutions

Tap into these powerful services as we work together through the following three phases.

  • 1 – Assess & Design

  • 2 – Implementation

  • 3 – Ongoing Support

Software Solutions

Beyond Sage Intacct, leverage the best-of-breed technology solutions for top-notch decision-making.

Outsourced Accounting

Start outsourcing your accounting functions in a cost-effective and scalable way.

Virtual CFO Advisory

With the right CFO, we’ll maximize profitability while you focus on growing revenue.

Contact Us & Begin Exploring Your Options

Fill out the following form and let’s explore how we take your business portfolio to the highest level, together.

Wealth Management

Complementary Resources

Explore the latest wealth management related articles from our content library below.

Person using a laptop computer

Finance Leaders: Join Us For An Online Financial Services…

September 17, 2020
Discover, Network, and Thrive with Your Peers! Join us as our partner, Sage Intacct, hosts a complimentary 4-week…

Trusted CFO Solution’s Curated Guide to Sage Intacc…

March 2, 2020
Trusted CFO Solutions is committed to helping you save time and money in your business. Through our partnership with …
lensball perspective building holding hand

We Empower Wealth Management Companies To Effectively Fac…

July 4, 2018
As an investor in the Wealth Management industry, whether you are dealing with multiple types of asset classes, parti…

© Trusted CFO Solutions.