Cloud Financial Management & Accounting Software for the Single-Family Office

Complete transparency, real-time efficiency, and deeper insights to help you manage and grow your investments.

Sage Intacct for Wealth and Asset Management Firms
Sage Intacct for Multi-Family Offices in Wealth and Asset Management
Trusted by
Pride Investment Partners

Committed to success

The family office space is evolving. Technological advancements, market disruption, and the ever-changing global, political, and business environments are challenging the family office space to re-examine its purpose and strategy. This is why it's more important than ever to have a flexible and scalable accounting solution that works with you.

Whether you are managing complicated ownership structures that lead to complex consolidations, or need to streamline your accounting operations, end-to-end, Sage Intacct puts you in control with automated processes, fast and accurate AUM consolidations, and effortless reporting across multiple entities, assets, locations, and currencies.

Multi-entity accounting platform with continuous consolidation

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

2020 buyer's guide to accounting and financial software

Custom investor dashboards for the single family office

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.

Single Family Offices Accounting and Financial Management Solutions with Custom Investor Dashboards

Closing the books barometer report

Cloud-based accounting softwaretrusted and secure

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
Single 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 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 single 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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