Accounting Software for Investment Companies

Sage Intacct for Investment

  • Enhance Control
  • Gain Better Reporting & Visibility
  • Ensure compliance with full audit tracking

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See Sage Intacct in action

View an on-demand demo in your own time

Sage Intacct, Accounting and Reporting Software for Investment Companies

Sage Intacct's powerful functionality and flexibility give Investment companies real-time information that can help them bolster their investment strategies. It gives CIOs and investment teams the ability to see their committed costs, cash on hand and asset mix directly from within the system, with ease. Make decisions within hours with accurate and up-to-date information with Sage Intacct instead of days with outdated information and make sure you don't miss out on a single investment opportunity.
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Sage Intacct wins Big Innovation award 2021

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Powerful Accounting Software for Investment Companies


How can Sage Intacct help your Investment company?

  • Get insight into investment trends as they are happening by shifting to real-time reporting with Sage Intacct

  • Spend less time building reports and more time analysing them with our inbuilt suite of powerful reporting tools that can integrate with your wider business systems

  • Get visibility across your entities with the ability to quickly and easily consolidate multiple currencies at the click of a button

  • The multi-dimensional structure allows you to analyse your financials across investment, investment type, by Fund or any other category that works for you

  • Review and understand your investment mix with drillable dashboards that analyse across your funds

  • Identify how each individual fund is performing with the option to build as many custom consolidation and dimension groupings as you need

  • Streamline your finance processes with automatic inter-entity transactions and reconcile quickly with our inter-entity dashboards

  • Sage Intacct is a world-class cloud platform that automatically upgrades and is covered by Sage's 'buy with confidence' guarantee

Sage Intacct CFO Dashboard Reporting Screenshot

Watch an on-demand demo of Sage Intacct for Financial Services organisations

This demo will give you an overview of the features of Sage Intacct specifically for Financial Services and how it can benefit your business. Just press play to start watching!

What is covered in the demo?


  • Introduction to itas
  • Overview of Financial Services organisations that use Sage Intacct
  • How Sage Intacct can help your Financial Services organisation
  • What trends are impacting Financial Services?
  • Sage Intacct's awards & recognition
  • How you can gain real-time insight
  • Consolidate 100s of entities in minutes
  • Automate your finance processes
  • Ensure compliance and auditability
  • What are your next steps after watching the demo
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Want to learn more about Sage Intacct?
Download our free eBook: Driving Success in Financial Services with Sage Intacct

Sage Intacct helped Halstatt automate core accounting processes enabling £100k savings annually:

"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."

Amanda Goebel, Senior Accountant, Halstatt

Download Case Study

Features of Sage Intacct for Investment Companies

Speak to a Sage Intacct Investment Specialist


Use the form below to speak to a Sage Intacct Investment Specialist. Once you submit the form, the specialist will give you a call to have an initial chat about your business, current software, and how Sage Intacct may be able to help you.

Why choose itas as your Sage Intacct partner?


At itas, we believe in working in partnership with you to deliver the perfect solution that you want and need for your business. As a multi-award winning Sage Partner, our approach is to help you maximise technology to transform the way you work.

  • We really know our stuff
  • We take the hassle away with effective project management
  • We help you get up and running quickly with training that delivers results
  • We are good people to work with that genuinely care about your business
  • We are just a phone call away with no automated queues
  • We are big enough to deliver, but small enough to care
  • We will ensure a smooth transition from your old platform to your new

The change to any new platform is a journey, and we will be on that journey with you, every step of the way.