Sage Intacct – Wealth & Asset Management

Property & Real Estate Management

Sage Intacct for the Wealth & Asset Management Industry

PBT is one of the leading partners for Sage Intacct Australia with a wealth of experience in software for the Wealth & Asset Management industry, including the real estate sector.

At PBT, we understand the challenges with the Wealth & Asset Management industry.  The demands of reporting across a broad range of stakeholders is challenging.  Sage Intacct provides a platform to manage multiple entities, multiple funds and properties from a single shared chart of accounts.

Multi Entity / Multi Divisional Reporting

For the not for real estate industry that face the complexities of multiple entities, locations and properties, Sage Intacct offers powerful tools to bring everything together in one application. Each fund/entiry can have it’s own unique entity while all financials can simultaneously be integrated into a single general ledger. New entities can inherit existing dimensions and charts of accounts from the central office or be easily configured. Sage Intacct can automate the work of consolidating all the accounts from across the entities for financial reporting, inter-entity transactions, and statistical reporting.

Sage Intacct accounting software helps balance the need for centralised control and distributed responsibility. While allowing flexibility at the local level, the platform provides for the management of funds by stakeholders, owners, entities, location, and many other dimensions. It even includes everything needed to manage budgets by any dimension.

Financial And Statistical Transactions and Reporting

Sage Intacct offers a wide range of core accounting capabilities suitable for all sizes and levels of complexity. The flexible general ledger account system provides  visibility, scalability, and reporting flexibility. It allows users to view reports and dashboards across nearly any combination of drivers and metrics. This includes statistical data as well as financial data. Sage Intacct accommodates statistical Chart or Accounts and journals, meaning key data can be captured and reported on. It can be mixed with financial data in reports to provide a holistic review of the organisation. This contributes to an experience of seeing transactions and reports through the unique context of the not for profit organization.

Powerful Collaboration

Sage Intacct’s Collaboration module provides an innovative solution to make decisions as a team, in real-time with a clear record of how and why decisions were made. Intacct’s collaboration process allows you to see all messages related to a particular issue, transaction, budgets any other entity all in one place, giving you all the information needed to find a resolution. 


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Sage Intacct


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