Sage Intacct for Financial Services
Cloud Accounting w/ Consolidated Real-Time Data – Right When You Need It
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.
Sage Intacct automates processes, enables 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
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
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