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.