Family Office & Financial Services Software Blog

Accounting Software, ERP & BI Blog | The Resource Group
Will Cramer – Sunday, June 23, 2019

Financial Services: 3 Essential Guides for Upgrading Your Accounting Software

Has Your Financial Services Organization Outgrown Your Accounting Software?

If you want to consolidate hundreds of entities with the click of a mouse, automate inter-company transactions, and monitor it all in real-time on custom dashboards without extra software or IT support, then it may be time to leave QuickBooks, Dynamics GP and the spreadsheets behind.

But, considering the dozens of systems out there, what accounting software should you choose? What works best for financial services organizations?

Below are three guides that will help you identify the right accounting software for you and justify the migration to your executive team and board.

 

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Accounting Software, ERP & BI Blog | The Resource Group
Will Cramer – Thursday, June 20, 2019

A Wealth Manager's Experience with Sage Intacct

Halstatt is a family-owned investment firm that started from scratch but, with are now currently managing hundreds of millions of dollars worth of real estate, equity investments, and various businesses.

A few years ago, Halstatt had a unique opportunity to plan and execute upon an entirely new accounting infrastructure. The company needed to build a back office that included accounts payable, general ledger, and an entire finance department. The search was on for new accounting software.

Halstatt wanted to implement cloud-based accounting software because it offers speed and efficiency which are critical, no servers or IT team required and upgrades are seamless.

Halstatt had a clear vision of what the system needed to do and Sage Intacct met these requirements.

 

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Accounting Software, ERP & BI Blog | The Resource Group
Will Cramer – Monday, June 10, 2019

Family Office Dashboard Series: CFO Edition

CFOs of asset management firms, including both single and multi-family offices, need to manage the organization’s assets to ensure operational efficiency and maximize investment resources. Understanding both your operational finances and your investment mix is key to successfully driving growth for the firm’s portfolio. Whether you’re making decisions about staffing or considering long-term investment strategies, it’s important to have an accurate, detailed understanding of key metrics. With a Sage Intacct dashboard customized for financial services CFOs, you can access important data from anywhere on any device, and understand it in a glance.  

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Accounting Software, ERP & BI Blog | The Resource Group
Will Cramer – Tuesday, April 09, 2019

The Ideal Software for Family Offices

Family Office Accounting & Reporting Software

We hear family offices complaining about increasingly complex ownership and multi-entity structures, making it impossible to manage client assets, reporting and month-end close without burning out their accounting team or having to hire additional staff.

Did you know that Sage Intacct has become the ideal accounting software for single and multi-family offices and wealth managers? It's used to manage over $500 billion in assets.

Sage Intacct's popularity stems from being able to consolidate hundreds of entities with the click of a mouse (at month end or any time), automate inter-entity transactions, and monitor it all in real-time on custom dashboards without extra software or IT support – so you can leave QuickBooks, Dynamics GP and the spreadsheets behind and not have to hire additional accounting staff to manage more entities or clients.

And month-end can be complete in hours instead of days or weeks.

 

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Whitepaper: Driving Performance in the Family Office

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