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Cloud Accounting for Wealth and Asset Management
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"Cloud Accounting for Wealth and Asset Management"
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Cloud accounting solutions streamline operations and provide real-time insights, boosting productivity and growth.

Sage Intacct is the leading multi-entity cloud accounting solution that helps family office, wealth management, and asset management firms manage over half a trillion dollars in AUM. Most firms are multi-entity in nature, managing multiple funds spanning multiple asset classes, often including real-estate. The majority of these firms are using outdated on-premises technology for accounting and limited reporting technology or Excel for consolidation and dashboards.


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