Leading Accounting Software for Wealth Management
Sage Intacct is the best-in-class financial management tool to help consolidate hundreds of entities and get deeper insights in real-time.
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: