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Financial Services: 3 Essential Guides for Upgrading Your Accounting Software

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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A Wealth Manager's Experience with Sage Intacct

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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Will the Up and Coming Financial Workforce Tolerate the Older User Interface of an On-Premises ERP Software Solution?

Will Cramer – Wednesday, June 19, 2019

As Millennial's take start to take up more and more percentage points of the workforce, due to those before them retiring, there will be a growing need to shift toward their working style. This means clunky, outdatedon-premises, legacy systems will slowly become a negative mark on your company. The younger generation of modern workers have grown up on computers. Arguably, the first generation to grow up with the Internet as a daily staple (depending on where you draw the line). They are used to quick, responsive software that is intuitive and can be accessed from anywhere and any device 


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Family Office Dashboard Series: CFO Edition

Will Cramer – Monday, June 10, 2019

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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Sage Intacct Receives the Highest Score in Core Financials

Will Cramer – Tuesday, May 21, 2019

Sage Intacct Gartner Group

In Gartner's "Critical Capabilities report for Cloud Financial Management Suites for Midsize, Large and Global Enterprises," for the 3rd year in a row, Sage Intacct received the highest product or service score for the Lower Midsize Enterprises use case with a 4.63 out of 5.

Click here to read the report.

We believe Sage Intacct is the innovation and customer satisfaction leader in cloud financial management software. Read this report to understand how Gartner scores the leading vendors on the critical capabilities for core financials for lower midsize enterprises.


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2019 Accounting Software & Financial Management Buyer's Guide

2019 Accounting Software & Financial Management Buyer's Guide

Download the Guide