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.
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
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
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 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.
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.
See why Sage Intacct is the #1 accounting software solution in customer satisfaction.
The #1 accounting software for more than 670 financial services firms that collectively manage more than $1.3 trillion AUM
- Asset Management FirmsSimplify consolidations, boost efficiencies, gain real-time visibility
- Multi-Family OfficesUltimate efficiency with real-time visibility for optimal financial performance
- Private Equity FirmsStreamlined finance processes for data-driven investment choices
- Real Estate Investment Trust (REIT) FirmsSmart financial management for data-driven real-estate investment decisions
- Single Family OfficesTransparency, efficiency and real-time visibility for your family office
- Venture Capital FirmsDeeper financial insights, data-driven decisions for private equity
- Wealth Management FirmsSimpler consolidations, agility, and real-time visibility for wealth leaders
Resources for multi-family offices
Sage Intacct Multi-Entity Financial Management
Cloud Accounting for Wealth and Asset Management
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