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Family Office

Leading cloud accounting software for the family office

Gain real-time visibility, deeper insights, and maximum efficiency to help you manage and grow your investments.

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Why financial service firms choose Sage Intacct

Top-performing finance leaders are forward-thinkers who rely on real-time insights to make smarter decisions. Nurture assets through direct investments and real estate, add new legal entities in minutes, and make data-driven decisions based on consolidated multi-entity financials.

  • Advise clients and invest wisely with data-driven confidence.
  • Make strategic decisions based on rich, multi-dimensional reporting.
  • Reduce consolidations and closing time from weeks to minutes.
  • Share data and integrate with other in-use applications without high IT costs.

Automate financials across multi-entities with continuous consolidations for your family office

Looking for single family office accounting software? 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.

  • 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

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.

  • 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 data and connect multiple other applications – like existing systems, portfolio management, 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.

Access the power of being in the cloud

With cloud-based software, you’re in control with a secure, low maintenance, and fully integrated family office accounting solution. With deep experience working with family offices, Sage Intacct streamlines investments accounting, while delivering real-time visibility into the metrics that matter.

  • 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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