KB20220719/01: Sage Intacct – Deeper financial data at your fingertips.

Regardless of the amount of Assets Under Management (AUM) at your firm, if you’re a Chief Financial Officer (CFO) or Chief Investment Officer (CIO), the challenges are relentless. You need to integrate data from different systems, continuously calculate Fair Market Value (FMV) and Net Asset Value (NAV) for your diverse portfolios. Monitor cash-on-cash performance, consolidate results across multiple operating companies into a single holding company, and create timely and actionable reports for your board.

Since that has to happen in hours, not weeks, you need to look past Xero, MYOB, QuickBooks, and Excel to find a true cloud-based financial management platform for investment management.