Wealth & Asset Management Accounting Software

Sage Intacct for Wealth & Asset Management

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

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Sage Intacct, Powerful Cloud Accounting Software for Wealth & Asset Management Organisations

Wealth & Asset Management is an industry where change is constant and sometimes unpredictable with demand on speed and efficiency. There is pressure on Wealth & Asset Management (WAM) organisations to close the books faster, make decisions quickly based on accurate, up-to-date information, and streamline and automate time-consuming processes.

Sage Intacct can enable you to grow and drive your WAM organisation with true Cloud technology, real-time visibility and insights, cutting your monthly close by up to 79%, and reducing consolidation time from days to minutes all whilst ensuring full compliance with audit trails and digital authorisations.
Sage Intacct wins Big Innovation award 2021


Common pain points experienced by Wealth & Asset Management organisations

Lack of visibility
Limited reporting, unable to slice and dice your data, using Excel with high levels of data manipulation.
Cumbersome Multi-Entity Management
More than 2 entities with no centralised entity management, painfully slow consolidations taking hours or even days, month-end close exceeding 10 days.
On-premise restrictions
Difficulty accessing your system remotely, painful upgrade processes, expensive maintenance costs, poor integration capabilities.
Error-prone, manual processes
Manual processes leading to human-error, lost documents and long approval processes, manually calculated currency conversions.

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
Want to learn more about Sage Intacct?
Download our free eBook: How to Drive Success with Cloud Financials in Wealth and Asset Management

Powerful Accounting Software for Wealth & Asset Management Organisations

How can Sage Intacct help you with your digital transformation journey?

  • Consolidate hundreds of entities in minutes, not days

  • Get real-time visibility of both financial and statistical KPIs in drillable interactive dashboards

  • Minimise reconciliations with automated inter-entity postings and automatic inter-entity eliminations

  • Automatically generate journals that allocate across entities, locations, and departments

  • Implement full audit trails and digital authorisations
Accounting software for insurance - Sage Intacct Insurance

Sage Intacct modules for Wealth & Asset Management organisations

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

Amanda Goebel, Senior Accountant, Halstatt

Download Case Study

Speak to a Sage Intacct Wealth & Asset Management Specialist

Use the form below to speak to a Sage Intacct Wealth & Asset Management 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.