financial services technology

Financial Services

Secure, real-time insight into the data that powers your financial services firm

Financial Services Technology with ROI

In our work with financial services firms, including private equity, wealth management, and family office organizations, we’ve learned that fast, secure, and flexible data access allows you to make quicker, smarter, and more strategic decisions.

That’s why we optimize technology solutions for financial services firms that deliver deep visibility into assets under management, speed consolidations, increase system security, and minimize risk while maximizing performance.

Multidimensional Reporting

Tag transactions as well as operational data with dimension values to simplify the chart of accounts and amplify reporting capabilities.

Real-Time Visibility

Dashboard analytics and KPIs deliver instant shared access to actionable data within and across entities, financial data, and key metrics.

Minimize Risk

Advanced audit trails and configurable security combined with a robust technology infrastructure minimizes risk and maximizes productivity.

Push Button Consolidations

Perform instant & continuous consolidations across all corporate entities, asset types & currencies to speed the close & fuel informed decisions.

sage intacct case study


“Caliber aspires to reach one billion in the next few years. To scale that far that fast, we need our accounting software to scale with us and a business partner to help guide us.  I appreciate how BT Partners put a personalized touch to the project. They were forging a relationship with Caliber, not just making a transaction. They are always asking how they can help us achieve our next business goal.”

best erp for financial services

Sage Intacct — Accounting Software Built for Financial Management

Our team brings a wide range of expertise from working with small, growing, and enterprise level financial management, private equity, wealth management, and family office firms. We have years of experience optimizing Sage Intacct to help you scale operations profitably through greater insights across business lines and locations, continual compliance, and improved staff productivity.

Managed IT Services Free Your Resources

Technology is crucial to financial services firms. When it’s got to work & it’s got to be secure, you can depend on our Managed IT Services team. Whether you prefer we take responsibility for the full range of your technology or augment your internal resources, we can help. We specialize in providing that next level strategic guidance so your systems are as secure as possible – or as one client said “Your team knows what we don’t know, we don’t know”.

Executive Analytics Provide Strategic Insights

We know how important it is for financial services firms to think on their feet, pivot, and redirect. Our executive analytics team has helped many financial services companies use Business Intelligence applications to gain quick access to the metrics and KPIs that matter most, supporting proactive and agile decision making. Whether that’s helping you optimize your current BI or implementing one of the multiple solutions we provide, our team prioritizes what will work best for your company & goals.

Mother and Child Alliance

“They understand what it takes for us to obtain & retain compliance. It’s so helpful to have BT Partners handle this for us. I have a lot of respect for BT Partners and I feel like they respect us. That makes for a great partnership.”

managed services for nonprofits

Business Insights and Resources

AI tools

Beyond the Hype: Real-World AI and Its Mighty (But Humble) Role in Sage Intacct

field service management software

Transforming Financial Decisions by Combining BI Software with Field Service Management Software

The Technology Questions Field Services Companies Are Asking

The Technology Questions Field Services Companies Are Asking

Ready to optimize?