Leading Cloud Financial Management & Accounting Software for the Family Office

From diverse portfolios and investment planning to impact investing, legacy guidance and lifestyle goals, Sage Intacct financial management software helps you save money and resources, automate processes, strengthen internal controls, increase visibility, and easily report to stakeholders.

Collectively, family offices use Sage Intacct's integrated, multi-entity accounting software to manage more than $1.3T in AUM. Our unified accounting system continuously consolidates multiple entities, streamlines financial planning processes, and improves business intelligence, all in real time so you can grow and manage your investments with confidence.

• Automate complex multi-entity consolidations across funds, assets, currencies, and locations
• Boost efficiencies and save 40+ hours every month from manual report preparation
• Gain peace of mind with GAAP-compliant financial statements

Maximize the growth and profitability of your family office through automation to eliminate time-consuming processes and the need for error-prone spreadsheets. And with customized, real-time financial dashboards, gain deeper insights into all areas of your business performance.

• Get instant access to your financial and operational metrics
• Improve data accuracy and transparency to decrease compliance risk exposure and costs
• Create seamless collaboration from your front-to-back office

Share investment finance data and connect multiple other applications – like existing systems, expense management, and payroll – so that you access the best technology in all areas across your family office. Bridge the gap between finance and operations and keep everything (and everyone) in sync.

With cloud-based software, you’re in control with a secure, low maintenance, and fully integrated family office accounting solution. Specializing in the family office, Sage Intacct streamlines investments accounting, while delivering real-time visibility into the metrics that matter.

• Lower total cost of ownership (TCO) vs. on-premise software
• Secure real-time access to sensitive financial data and vital client information
• Cloud-native automatic backup, updates and system releases, disaster recovery, and more means less down-time and disruption