SAGE INTACCT

Sage Intacct for
Family Offices

Sage HRMS Employee Self Service

Streamlining and Automating the Fundamentals

Sage Intacct financial management software helps users save money and resources, automate processes, strengthen internal controls, increase visibility, and easily report to stakeholders. It also helps users with diverse portfolios and investment planning, impact investing, legacy guidance, and lifestyle goals.

Automate financials across multi-entities with continuous consolidations for your family office

Sage Intacct’s integrated, multi-entity accounting software is used by family offices to handle more over $1.3T in AUM. For you to confidently build and manage your assets, our unified accounting system continuously consolidates various entities, accelerates financial planning procedures, and enhances business information.

Sage Intacct Cloud Accounting Dashboards
Sage Intacct

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

Automate your family office to maximize growth and revenue by getting rid of time-consuming tasks and the need for spreadsheets that are prone to mistakes. And with personalized, real-time financial dashboards, you can learn more about the performance of every aspect of your company.

Easily integrate with existing and new systems

Share investment finance information with other apps, such as payroll, expense management, and legacy systems, to provide your family office access to the most cutting-edge technology. Keep everything (and everyone) in sync by bridging the gap between finance and operations.

Sage Intacct for Software and SaaS companies
Sage Intacct for Financial Services

Access the power of being in the cloud

You have control over a safe, low-maintenance, and fully integrated family office accounting solution with cloud-based software. Sage Intacct, which focuses on the family office, automates investment accounting while providing real-time visibility into the crucial indicators.

Sage Intacct Resources

Sage Intacct for Financial Services Datasheet

Sage Intacct Cloud Accounting for Wealth and Asset Management Datasheet

Driving Performance in the Family Office

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