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.