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.
- Automate complex multi-entity consolidations across funds, assets, currencies, and locations
- Boost efficiencies and save 40+ hours every month from manual report preparation
- Gain peace of mind with GAAP-compliant financial statements
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.
- Get instant access to your financial and operational metrics
- Improve data accuracy and transparency to decrease compliance risk exposure and costs
- Create seamless collaboration from your front-to-back office
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.
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.
- 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
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