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Discover Sage Intacct‘s key features for the Wealth and Asset Management (WAM) industry.  The vast amount of data available to finance leaders within wealth and asset management firms is a double edged sword. While it can offer a competitive advantage, collecting and synthesizing data across multiple files and sources to draw actionable insights can be an absolute time sink. The challenge is that many existing accounting systems used today were built decades ago and cannot keep up with today’s always on business landscape.

 

Content:

  • Introduction
  • Drive efficiency & optimise your investment process
  • Four ways to work smarter
    • Streamline multi-entity management and reporting
    • Use business intelligence tools to uncover actionable insights
    • Synthesize real-time data through the cloud
    • Embed compliance in financial processes

Learn more about Sage Intacct, the #1 cloud financial management system for financial services.