Gain real-time visibility, deeper insights, and maximum efficiency to help you manage and grow your investments.
Optimize your family office operations with Sage Intacct, the sophisticated cloud-based financial management solution designed specifically for multi-generational wealth management. Purpose-built to handle the complex investment structures, entity relationships, and reporting needs unique to family offices, Sage Intacct delivers consolidated portfolio visibility, streamlined multi-entity accounting, and customizable reporting capabilities—all within a secure, compliant platform.
Whether you’re managing diverse asset classes, coordinating complex tax situations, or providing comprehensive financial oversight across family entities, our Sage Intacct implementation services provide the integrated financial ecosystem needed to preserve wealth, enhance transparency, and facilitate strategic decision-making for the families you serve.
From 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.
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.technologies, and championing purpose-led initiatives.
Looking for a team who understands where you’re headed and how to help you get there? Whether you’re building something new, managing growth or preserving success, let’s talk.
