Solution introduction
Leading cloud accounting for financial services: consolidated, real-time data, when you need it
The #1 accounting software for more than 670 financial services firms that collectively manage more than $1.3 trillion AUM
Financial services accounting software—the 1st and only preferred provider of the AICPA
Top-performing finance leaders are forward-thinkers who rely on real-time insights to make smarter decisions. Nurture your assets under management through direct investments and real estate, add new legal entities in minutes, and make data-driven decisions based on consolidated, multi-entity financials.
- Use best-in-class, multi-dimensional reporting that deliver real-time insights across multi-entities
- Reduce consolidations from weeks to minutes
- Reduce costs by 80-90% in the cloud
