Leading Cloud Financial Management & Accounting Software for The Multi-Family Office

Gain real-time visibility, increased accuracy, and maximum efficiency to help you manage your investments for long-term growth.

Graduate to the leading software solution that streamlines accounting and finance for multi-family offices.

Best-in-class financial management tools that give you control and efficiency

Managing the assets of ultra-high net worth families, can bring a lot of financial complexity. Multi-family offices need best-in-class financial management tools to ensure the highest level of accuracy and transparency to maximize investment outcomes. From diverse portfolios and investment planning to impact investing, legacy guidance, lifestyle goals, Sage Intacct financial management software helps you save money and resources, automate processes, strengthen internal controls, increase visibility, and easily report to multiple stakeholders – internal and external. With Sage Intacct, you can maximize your impact.

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

Learn how to drive strategy and performance with data-driven decision-making.

Use smart multi-entity management with continuous consolidation for your multi-family office

When managing hundreds of multi-entity clients, there's no time to waste on unproductive, error-prone financial reporting, budgeting, consolidations, and compliance filings. Eliminate the complexity with Sage Intacct. Our unified accounting system continuously consolidates multiple entities, streamlines financial planning processes, and improves business intelligence, all in real time. Sage Intacct removes the inefficiencies from accounting and financial operations for your multi-family office to help you grow and manage your business 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
Multi-Family Offices Accounting and Financial Management Solutions with Multi-entity and Multi-locations Consolidations

Driving Performance in the Family Office.

Get a real-time pulse on your financials with custom dashboards

Maximize the growth and profitability of your multi-family office through automation to eliminate time-consuming processes and working in 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 gain complete transparency to reduce compliance risk
  • Create seamless collaboration from your front-to-back office
Multi-Family Offices Accounting and Financial Management Solutions with Automation and Investor Dashboards

Multi-family offices keep it in the cloud

Sage Intacct's cloud architecture gives you world-class financial management software that you can deploy immediately - without the upfront expenses and IT headaches -- for your multi-family office. Get complete security, 24/7 data access, guaranteed performance, and quarterly updates with efficient, pay-as-you-go pricing. And our open API architecture makes it easy to integrate other systems for even greater efficiency.

Multi-Family Offices Accounting and Financial Management Solutions with Cloud-based Architecture

Find out the 7 reasons to move to cloud financials now.

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 2021
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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