Six Reasons WAM Firms Switch

6 Reasons Wealth and Asset Management Firms Switch to Sage Intacct

Never before have financial markets been more in motion.

Baby Boomers are retiring.
Millennial and Generation Y investors are entering their prime earning years.
Environmental, social, and governance (ESG) investing and governance is growing.
Consumer expectations for a technology-enabled customer experience are trending up.
Investor loyalty is trending down.

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Six Reasons WAM Firms Switch

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