Guide Your Clients and Improve Business Performance

Wealth management firms need best-in-class cloud financial management tools to consolidate accounting across complex entity structures, increase productivity, and make faster business decisions. With Sage Intacct, you will achieve this and gain financial visibility to increase business performance.

As a Sage Intacct Partner, CORDIA will work with your firm to provide the accounting and technology expertise it needs, from setting up the right accounting processes, implementing or optimizing the software, managing compliance requirements, and advising on best accounting practices.


Sage Intacct's innovative accounting software helps drive investment decisions by serving as an automated and fully integrated single tool featuring:

  • Continuous multi-entity consolidations of complex global financials
  • A shared dimensional chart of accounts saves time and boosts efficiency
  • Dashboard analytics for instant shared access within and across entities, financial data, and key metrics
  • Separated tax vs. GAAP books mitigate the impact of quarterly or year-end tasks
  • Collaborative compliance including GAAP and front-to-back office audit trails

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Outsourced Accounting for Family Offices & Wealth Management Firms

Strategic portfolio, tax, advisory, and concierge services are what make you shine. Managing the back office accounting for your clients may be a necessary but painful internal responsibility or a challenging part of your client experience. If any of the below pain points exist at your firm, we’d love to discuss outsourcing with you. Download our FREE Outsourced Accounting Checklist for Wealth Management Firms & Family Offices here.

What Cordia Does for You

Cordia’s technology and accounting experts are fully trained and certified to implement, integrate, and optimize the Sage Intacct software while leveraging the best practices that we have developed as users of the system. In addition to technology services, Cordia is also available to outsource your accounting functions, training personnel on accounting tools, or provide other strategic financial consulting services.

Let us work with you to achieve accounting efficiencies that will drive better business decisions. Contact us now and learn why wealth management firms love working with us.