Financial Accounting Software Built for The Single Family Office

Family wealth management requires you to navigate ever-expanding services from complex wealth portfolio goals to highly diverse lifestyle requirements. The ultra-high net worth market is constantly changing, and with it, we’re seeing ownership structures becoming more convoluted and increasingly challenging when it comes to accounting consolidation. As the only AICPA preferred financial management solution, we’re dedicated to providing cloud-based software to simplify and streamline your accounting operations. Sage Intacct puts you in control with automated processes, fast and accurate AUM consolidations, and effortless reporting across multiple entities, assets, and currencies.

• Continuous multi-entity consolidations of complex global financials
• Shared dimensional chart of accounts saves time and boosts efficiency
• Dashboard analytics for instant shared access within and across entities, financial data, and key metrics
• Collaborative compliance including GAAP and front-to-back office audit trails

We provide family offices with smarter wealth management tools, timely business intelligence, and custom reporting capabilities. Just like your top priority, your client, customer success remains at the heart of our business philosophy.

Sage Intacct's integrated multi-entity accounting software enables family offices to manage over half a trillion dollars in AUM. We do it by providing one integrated accounting system that continuously consolidates multiple and global entities, streamlines planning cycles, and improves business intelligence with greater visibility. Improve your family office performance with the cloud-based financial accounting software that’s #1 in customer satisfaction.

• Automatically simplify complex multi-entity consolidations across AUMs and currencies
• Smarter wealth and asset management accounting in seconds, not hours
• A single version of truth to manage global accounting processes based on current and future regulatory requirements

No more wasting time trying to compile data from disparate sources and systems to create reports and close. We provide you with the tools, flexibility, and award-winning innovation to optimize accounting processes, continuously consolidate across multiple entities, and improve compliance efforts. It’s time to take your accounting process and reporting dashboards to a new level of performance.

• Shared dimensional chart of accounts reduces churn and wasted time
• Real-time dashboard analytics including financial and operational reporting
• Improved data accuracy, integrity, and transparency decreases compliance risk exposure and costs

The majority of family offices are still using outdated on-premise technology for accounting management. These old systems are often cobbled together with disparate or limited reporting tools for consolidation and dashboards. With cloud-based software, you’re in control with a secure, cost effective, low maintenance, and fully integrated single family office accounting solution that consolidates and reports across entities in seconds.

• 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