Wealth Management
ERP FOR CLOUD FINANCIALS
Recognized as the #1 cloud accounting software based on customer satisfaction, Sage Intacct is built to meet the unique needs of wealth management firms. Whether you’re managing multiple entities, complex investment structures, or regulatory reporting, Sage Intacct delivers the flexibility and automation you need. Over 11,000 organizations worldwide are already streamlining financial operations, improving visibility, and driving smarter decisions with Sage Intacct cloud financials—helping wealth managers focus on growing assets and strengthening client relationships.
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Have any question? Give us a call
800-886-0287 (toll free) or (866) 408-0800KEY FEATURES
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Core Accounting & Finance
Sage Intacct is built around a multi-dimensional general ledger that works together with the other “core financial” modules like Accounts Payable and Receivable, Order Management and Purchasing, Reporting and Dashboards, Cash Management, Spend Management, and so much more.
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Extended Modules
If your business requires added functionality like Project Management, Contract and Subscription Billing, Multi-Entity and Global Consolidations, Fixed Assets, and Inventory Management, Sage Intacct has you covered with additional modules that work seamlessly with the core financials.
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Connected Ecosystem
Discover just how easy it is to connect Sage Intacct with other popular business systems you may already be using today, or integrate with new applications you may be planning to use down the road as you grow.
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Preferred by the AICPA
Sage Intacct is the choice of experts in accounting. In fact, the AICPA acknowledged Intacct as the preferred provider of financial applications after a thorough review of software providers.
WEALTH MANAGEMENT
Deploy Sage Intacct with a team that lives and breathes financial‑services accounting—led by a 20‑year ERP veteran and seasoned ETF & wealth‑management expert.
ADSS Edge
- Vertical DNA – deep expertise in wealth management, PE & VC.
- Integration First – We wire Intacct into your bank feeds, portfolio analytics, Salesforce, DealCloud and more—no re‑keying ever.
- Rapid Value Delivery – Proven sprints get you live in as little as 90 days.
- Audit‑Ready Controls – AICPA‑preferred solution with built‑in segregation of duties and SOC 2 compliance.
- White‑Glove Partnership – From discovery to post‑go‑live optimisation, you work with senior consultants
Results Our Clients See
- 3× overall finance efficiency
- 50–76 % faster monthly close
- 40+ hours/month of AP work eliminated
- 2× reduction in audit costs
- Immediate confidence in numbers—executives get answers in minutes, not days
The cloud-based technology and wide range of features are a great fit for all types of companies including some of the following that Sage Intacct has a significant presence in today:
- Accounting Firms and Financial Services
- Franchise Operations
- Healthcare
- Hospitality
- Nonprofit Organizations
- Professional Services
- Software and SaaS
- Wholesale Distribution
- First Nations
SEE OUR SOLUTIONS IN ACTION
What they are talking About
Trusted by more than 3,750 customersMy company wouldn't be where we are today if it weren't for Henry and ADSS Global.
Christine Rios
VP of Sawing and Shearing
I truly appreciate the partnership that Howell’s Motor Freight has with ADSS Global.
Cindy Brown
CFO, Howell’s Motor Freight, Inc.
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Certified Professionals
Our team of certified Sage ERP consultants are ready to help you get started.
- Sales Inquiries 1 800 309 2146
- General Support 800 886 0287
- Northeast US Support (484) 713-1000
- Southeast US & Carribean Support (305) 665-3655