Leading Accounting Software for Wealth Management

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