Empower Your Firm with Sage Intacct: The Cloud Financial Solution for Wealth and Asset Management
In today’s volatile financial market, wealth and asset management firms must move quickly to maintain competitive advantage. Cloud financials have become the building blocks of competitive strategy, allowing firms to streamline operations, cut costs, and gain real-time insights. Discover how Sage Intacct can help your firm navigate this new era of financial management, whether you’re working remotely or scaling your business.
Why Wealth and Asset Management Firms Are Moving to the Cloud
The pandemic accelerated the adoption of cloud solutions, and firms are realizing the significant benefits they offer. From improved productivity to enhanced security, cloud financials are transforming the industry.
Key Statistics:
- 82% of firms increased their cloud usage in response to the pandemic.
- 66% of firms plan to continue expanding their cloud usage in the future.
The Top 5 Reasons Wealth & Asset Management Firms Embrace Cloud Financials
- Data Security You Can Trust
Cloud data centers are protected by advanced security protocols, often surpassing what most firms can afford on their own. Your data remains secure and easily accessible—no matter what happens to your hardware. - Always Stay Current with Automatic Updates
With Sage Intacct, you’ll always be using the latest version of the software, ensuring your team is working with cutting-edge financial tools without the hassle of painful upgrades. - Seamless, Integrated Solutions
Sage Intacct integrates with over 200 best-in-class applications, including CRM, payroll, and more. You can work smarter by connecting all your financial tools on your terms. - Cost Efficiency and Reduced IT Overhead
Save on the significant costs of managing an IT infrastructure. With cloud-based financial solutions, you get the technology efficiencies you need without the complexity. - Remote-Ready and Fully Supported Teams
Teams can access the financial data they need to stay in sync—anytime, anywhere, on any device. Whether your team is working remotely or in the office, Sage Intacct ensures smooth operations.
How Sage Intacct Can Transform Your Wealth and Asset Management Firm
Real-Time Operational and Financial Visibility
With Sage Intacct, gain a real-time pulse on your firm’s financial health through customizable dashboards. Dive deep into key metrics and performance indicators with easy-to-read graphics and drill-down capabilities.
Streamline Multi-Entity Management
Managing multiple entities, currencies, and countries? Automate the consolidation process to eliminate month-end headaches. Sage Intacct allows you to close the books faster, giving you more time for strategic analysis.
Automate Financial Workflows and Boost Efficiency
From budget analysis to expense requests, empower non-finance teams to initiate financial tasks with flexible workflows. With Sage Intacct’s automation capabilities, your team can focus on high-value strategic work.
Third-Party Integrations for Smarter Operations
Integrate Sage Intacct seamlessly with over 200 applications such as Salesforce, ADP, and Expensify. Our open API and integration strategy ensure that your finance team can leverage modern processing and reporting tools for smarter decisions.
Real Success Stories in the Cloud
Sage Intacct is trusted by hundreds of wealth and asset management firms to deliver results. Here’s how it’s helping firms thrive:
[Customer Name] Saves 60% Time in Financial Consolidation
By adopting Sage Intacct, [Customer Name] reduced time spent consolidating their books by 60%, enabling faster decision-making and business agility.
[Customer Name] Doubles Revenue with Streamlined Financial Processes
[Customer Name] grew its revenue by 2x after implementing Sage Intacct, gaining greater visibility and efficiency in their financial processes.
This article is posted at sage.com
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