Gain real-time visibility, deeper insights, and maximum efficiency to help you manage and grow your investments. Graduate to the leading software solution that streamlines accounting and finance for family offices.
See the ProductFrom diverse portfolios and investment planning to impact investing, legacy guidance and lifestyle goals, Sage Intacct financial management software helps you save money and resources, automate processes, strengthen internal controls, increase visibility, and easily report to stakeholders.
Learn how software can help you overcome the challenges of consolidations today.
Collectively, family offices use Sage Intacct’s integrated, multi-entity accounting software to manage more than $1.3T in AUM. Our unified accounting system continuously consolidates multiple entities, streamlines financial planning processes, and improves business intelligence, all in real time so you can grow and manage your investments with confidence.
Maximize the growth and profitability of your family office through automation to eliminate time-consuming processes and the need for error-prone spreadsheets. And with customized, real-time financial dashboards, gain deeper insights into all areas of your business performance.
Share investment finance data and connect multiple other applications – like existing systems, expense management, and payroll – so that you access the best technology in all areas across your family office. Bridge the gap between finance and operations and keep everything (and everyone) in sync.
We’ve become so good at detecting things before they happen now, that we don’t have to react.
Mike Dolence
