Infographic: Wealth and Asset Management Firms Thrive with Sage Intacct

Regardless of the amount of assets under management at your firm, there are many challenges. You need to integrate data from different systems, calculate fair market value and net asset value, monitor cash-on-cash performance, consolidate results across multiple operating companies, and create timely and actionable reports. You need a true cloud-based accounting system for investment management.


Key Sage Intacct Benefits

  • Continuous consolidations: reduced from tens of hours to minutes
  • Shared dimensional chart of accounts: reduce number of entries from 10k+ to hundreds, and add a new entity in minutes
  • Dashboard analytics: instant shared access across entities, track financial data and key metrics over time
  • Collaborative compliance: front-to-back office audit trail of all transactions

Challenges Overcome

  • Consolidation Taking Days Across Entities
  • Inconsistent Chart of Accounts
  • Needed Real-Time Access to Data
  • Increasing Headcount
  • Tedious Close Process
  • Lack of Compliance with No Audit Trail

Customer Spotlight: Halstatt

  • Saved 90% of the Cost vs. On-Premises SW
  • Avoided Hiring 3-4 Additional People
  • Cut 200 Hours of Work Through Continuous Close


“With Sage Intacct, we are currently managing hundreds of millions of dollars worth of real estate, equity investments, and businesses. We are more efficient in everything we do from GL to reporting.”

Jason Gabauer, Controller, Halstatt

“Sage Intacct was the only option we had for the unique structure and reporting requirements of our business. Intacct also had a very robust system experience giving us the tools and functionality we need day in and day out.”

Mike Dolence, CFO, Pride Investment Partners

Sage Intacct Logo | MicroAccounting

Sage Intacct is the leading multi-entity cloud accounting system for family office, wealth and asset management firms, and the only one recommended by the AICPA. Sage Intacct has an industry leading 96% customer satisfaction rating and its dashboards give insight and visibility on over $500B assets under management. To learn more, please visit