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.