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Have the Right Information, At the Right Time, To Make Better Investment Decisions

Do you feel as if you’re drowning in data? Is it taking too long to determine the actual aggregate positions required for investment decisions?

Multi-entity analytics and consolidations are becoming more critical as company legal processes become more complex. In this setting, you need a financial solution that enables you to aggregate your financials at any time and model your entity structure depending on how you present your performance. This is where Sage Intacct comes in – a modern financial approach that will prepare you for success.

Sage Intacct aims to remove obstacles for Wealth & Asset Management executives and provide meaningful insights, so that they can focus on growing their firm’s portfolio.

Continuously Consolidate Through Multiple Entities 

Consolidating several businesses,  branches, or funds, can add weeks to the financial close period, but it does not have to be that way. Sage’s platform is designed to save accounting teams time in sectors where multi-entity accounting problems usually bog down the financial close.

Multi-Entity Analytics

Sage Intacct provides CFOs and Chief Investment Officers with access to consolidated management and financial reports through their holding firms and operating organisations – integrating financial details from various divisions or corporate units within the enterprise and adding it up to a parent corporation for reporting purposes.

Smarter Wealth and Asset Management Accounting in Minutes, Not Hours

Sage Intacct offers best-in-class multi-currency accounting, constant aggregation, and drill down through multi-entity funds to cut roll-up periods from hundreds of hours to minutes while maintaining absolute GAAP compliance. Collaboration tools ensure that decisions are documented in the financials they relate to, ensuring an easy to follow audit trail.

Have Complete Visibility into Performance

Having real-time financial insights at your fingertips is a huge advantage for your business in an increasingly competitive world, where  top executives are forced to make decisions on the fly.

Real-time data provides full insight into all performance indicators through a cloud-based accounting framework. One significant advantage is the opportunity to gain a holistic view of how the company is performing, all in one place and at any given time. All this is done in the following ways:

  • Dashboard for the CFO 

Sage Intacct allows you to view cash balances, balance sheets, and cash-flow statements inside and through organisations for collective decision-making. Client billing, revenue per client, profit per client, and return on partner capital can also be examined.

  • Dashboard for Investors 

Access main indices such as assets under investment through portfolios, IRR, and cash-on-cash in real-time. Slice and dice the data by fund, location, and asset type. Analyse metrics over time.

Learn how Sage Intacct’s best-in-class cloud accounting solutions help streamline operations and provide real-time feedback, improving productivity and growth.

The bottom line

If your accounting demands include the need to rapidly roll-up reports or organise financials from various organisations, you’ll appreciate the timesaving features available  in Sage Intacct – freeing up your time to focus on the bigger picture.

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