Sage Intacct for Financial Services & Family Offices:

Consolidated Real-Time Data, Right When You Need It

The No. 1 Cloud Financial System Collectively Managing more than $1.3 Trillion AUM for Financial Firms

Grow your assets under management through direct investments and real estate. Manage your financial investments and make data-driven decisions based on consolidated, multi-entity financials. With Sage Intacct as your cloud accounting software, you get real-time insights across multiple entities, perform consolidations in minutes, and cut costs.

As a Sage Intacct Partner, CORDIA works with wealth management firms to deliver outsourced accounting and consulting services to their clients. We become your finance partner giving you the financial data you need to reassure your client that their finances are in order. Take advantage of the fact that at CORDIA our professionals are accounting and Sage accounting software experts.


Fast, Real-time Consolidations with a Click of a Button

Maximize business performance and make smarter decisions to manage your multiple entities, different currencies, and constantly evolving compliance mandates.

With push-button consolidations, you get a fast close and real-time analytics – in minutes – for maximum impact on your financial firm’s performance. Work with CORDIA’s technology and accounting consultants to help you manage:

  • Multiple entities
  • Multiple currencies
  • Multiple asset types
  • Multiple locations

"Sage Intacct… offers flexibility, ease of use, and the ability to see where we are financially at any point in time with instant consolidations. Reporting capabilities are outstanding – those are the things that are key for us. My time is now freer to… work on investing funds rather than tracking them and looking at history in our books."

Michael Dolence
Vice President of Operations, Pride Investment Partners, a Sage Intacct Customer

Financial Services Multidimensional Reporting – The Data You Need Right Now

Sage Intacct reporting capabilities show you new, yet proven, ways to improve productivity, reduce costs, and streamline processes — including purchases to payables, monthly closings, consolidations, and financial reporting.

  • See what’s happening on intuitive, real-time financial dashboards
  • Drill deep into the data with unlimited dimensions
  • Use custom, ad hoc reporting to get fast insights

Manage Costs, Assign Internal Controls, Minimize Risks

Cloud-based Sage Intacct offers significant benefits – all in one integrated system. Reap the benefits while gaining best practices from CORDIA’s technology and accounting experts to streamline processes and tighten internal controls.

  • Streamline payment processing, increase efficiency, and reduce average processing costs
  • Securely access key data anytime, anywhere
  • Seamlessly scale as your business grows – without adding headcount
  • Implement user-access controls

Sage Intacct’s Core Functions/Financials

Sage Intacct’s core functions help streamline and automate manual processes and give you real-time financial visibility. Learn more about Accounts PayableAccount ReceivableCash ManagementGeneral LedgerOrder Management, and Purchasing.