Financial Services: Single Family Offices

Sage Intacct for Financial Services

Cloud Accounting w/ Consolidated Real-Time Data – Right When You Need It

Sage Intacct Cloud Accounting Software

Single Family Office Financial Accounting Software 

Family wealth management requires you to navigate ever-expanding services from complex wealth portfolio goals to highly diverse lifestyle requirements. As the only AICPA preferred financial management solution, Sage Intacct is dedicated to providing cloud-based software to simplify and streamline your accounting operations. 

Fast Consolidations – Without the Mind-Numbing Cutting and Pasting in Excel

Sage Intacct automates processes, enables fast and accurate AUM consolidations, and effortless reporting across multiple entities, assets, and currencies.

Sage Intacct provides family offices with smarter wealth management tools, timely business intelligence, and custom reporting capabilities. 

    Continuous Consolidation Multi-Entity Accounting Platform

    Sage Intacct’s integrated multi-entity accounting software enables family offices to manage over half a trillion dollars in AUM. 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
      Financial Services Multidimensional Reporting – The Data You Need Right Now

      Single Family Office Custom Investor Dashboards


      Sage Intacct provides you with the tools, flexibility, and innovation to optimize accounting processes, consolidate across multiple entities, and improve compliance efforts. Benefits include:

      • 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

        Trusted and Secure

        With Sage Intacct’s cloud-based software, be 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
          Financial services accounting software


          Sage Intacct
          Accounts Payable

          Sage Intacct
          Accounts Receivable

          Sage Intacct
          Cash Management

          Sage Intacct
          General Ledger

          Sage Intacct
          Order Management

          Sage Intacct

          Recognized as a Top 50 Best Software
          Products for Mid-Market by G2 Crowd.

          The first and only AICPA preferred
          financial management solution.

          2 Trust Radius Awards for
          Accounting & Budgeting and ERP.

          Browse Cloud ERP Business Software: Accounting, CRM, HR & More