Multi-family Office Cloud Accounting Software for The Company You Keep

Is your family office management accounting solution:

  • Consolidating 100's of entities in real-time?
  • Delivering new dashboards with no extra software or IT support?
  • Combining financial and operational metrics?
  • Cloud native from day one?
  • The AICPA preferred financial management solution?

Sage Intacct's accounting software does it all.

Trusted by
GeoTechnologies, Inc.

Be in control - beyond assets

The unique needs of ultra-high net worth families continues to bring new levels of complexity to all aspects of your company. Diverse and complex portfolio management, investment planning, philanthropy opportunities, legacy guidance, lifestyle goals, and office administration require an all-in-one cloud accounting software solution to simplify and streamline operations. As the only AICPA preferred financial management solution, Sage Intacct is the accounting experts’ choice with:

We understand the complicated ownership structures you manage and the specialized needs that family wealth accounting requires. Our multi-entity, cloud-based accounting system for family offices provides smarter wealth management, bespoke reporting capabilities, and exemplary business intelligence. From a shared dimensional chart of accounts to real-time custom dashboards, we help you get…and stay ... in control.

Multi-Family Offices Accounting and Financial Management Solutions to Simplify and Streamline Operations

2020 buyer's guide to accounting and financial software

Consolidated multi-entity management and trust accounting

Managing hundreds of multi-entities? Spending too much time on unproductive and error-prone financial reporting, budgeting, and compliance filings for each of your funds? Sage Intacct integrated accounting software eliminates complexity regardless of the diversity or scale of assets under management (AUM). Reduce churn, streamline planning cycles, and improve business intelligence capabilities.

Multi-Family Offices Accounting and Financial Management Solutions with Multi-entity and Multi-locations Consolidations

Closing the books barometer report

Innovative accounting automation and investor dashboards

Our automated accounting solution enables the multi-family office to easily optimize processes, improve collaboration, and make faster decisions with greater insights and confidence. We maximize profitability through automation, enable customized real-time dashboards, and provide a new level of performance visibility.

  • Instant access to both financial and operational metrics
  • Real-time shared access, improved data accuracy, and deeper transparency decreases compliance risk exposure and costs
  • Connect front office and back office to create collaborative compliance strategies
Multi-Family Offices Accounting and Financial Management Solutions with Automation and Investor Dashboards

Cloud-based financial software that’s trusted and secure

Cloud-based accounting software provides significant benefits to the multi-family office. It’s cost-effective, secure, easy to use, low-maintenance, and scalable. Your accounting team can access the same information and data from anywhere at any time. Increase front-to-back office collaboration with API integration, pre-built capabilities, and flexible custom features enable your accounting system to scale with your expanding business.

  • Secure 24/7 delivery of critical financial data and sensitive client information
  • Lower total cost of ownership (TCO) vs. on-premise software
  • Cloud-native automatic system releases, backup, disaster recovery, and more equals less down-time and disruption
Multi-Family Offices Accounting and Financial Management Solutions with Cloud-based Architecture

Sage Intacct accounting software products— #1 in customer satisfaction

We’ve earned the highest customer satisfaction in the industry from G2 since we focus on delivering an integrated accounting solution that puts your success first.

Leader 2020
G2 Grid Report

See why Sage Intacct is the #1 accounting software solution in customer satisfaction.

Financial Services

The #1 accounting software for more than 670 financial services firms that collectively manage more than $1.3 trillion AUM

Product add-on modules for financial services

Dynamic AllocationsDynamic AllocationsFully automate allocations
Multi-Entity and Global ConsolidationsMulti-Entity and Global ConsolidationsPowerful, lighting-fast continuous consolidations
Spend ManagementSpend ManagementStreamline purchasing and payables

Resources for multi-family offices

Sage Intacct Multi-Entity Financial Management

Sage Intacct Multi-Entity Financial Management

Cloud Accounting for Wealth and Asset Management

Cloud Accounting for Wealth and Asset Management

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