Elevate Your Family Office Wealth Management with Sage Intacct

Having the right financial management tools is important in the fast-paced world of family offices, where wealth management and diverse lifestyle requirements are constantly evolving. Sage Intacct, a cutting-edge cloud accounting software, empowers both single and multi-family offices to navigate complex financial processes, meet regulatory demands, and provide invaluable insights as a unified source of truth.

Family Office for Wealth Management
Multi-Entity Management

As family offices expand, manual processes can drain productivity and hinder effective data analysis. Juggling multiple holding and operating companies, addressing investor demands for complex and frequent reports, and adapting to regulatory changes can be daunting. 

Sage Intacct’s financial accounting software is purpose-built for these challenges. Clients in the asset management sector have experienced efficiency gains of up to 50%, allowing them to focus more on strategic decision-making.

Sage Intacct’s features include intuitive core accounting with a dimensional general ledger, seamless consolidation, drill-down capabilities across multiple entities and funds, user-friendly reporting and dashboards, workflow automation, and a robust audit trail.

Real-Time Visibility and Insights 

In the world of family office wealth management, having real-time visibility into financial and operational metrics is crucial for data-driven decisions. Sage Intacct’s robust real-time reporting allows users to consolidate and drill down by various parameters (including user-defined dimensions) like operating company, location, customer profitability, instrument, currency, and more, all within minutes. 

Every transaction in the system is tagged with dimensions, allowing finance teams to sort, view, filter, and report on the specific information they need. This functionality empowers asset management clients to spend less time creating financial statements and more time analyzing them.


Advanced Financial Management Software

True Cloud Technology with an Open API 

Sage Intacct stands out as an innovator in cloud technology, offering a true cloud model and trusted software for family office for wealth management. Built for multi-tenant financial management, the platform is purpose-built for finance, ensuring all users are on the same version without complicated and costly upgrades. The open API allows seamless integration with existing and future systems. 

This capability enables tracking critical metrics central to your investment business by leveraging data from expense management, payroll, budgeting, CRMs like Salesforce, and other systems.

Recognized by Finance Experts, Sage Intacct’s commitment to excellence is acknowledged by industry experts:

  1. AICPA: Sage Intacct is the first and only preferred provider of the AICPA.
  2. Gartner: Sage Intacct received the highest score in Core Financials for the Lower Midsize Enterprises Use Case in Gartner’s Critical Capabilities Report in 2021.
  3. G2: Sage Intacct boasts the highest customer satisfaction score for multiple accounting categories on G2, a leading business software review platform.

Capabilities Include:

  • Accounts Payable
  • Accounts Receivable
  • Allocations Management
  • Budgeting & Planning
  • Cash Management
  • Dimensional General Ledger
  • Fixed Assets
  • Fund Accounting
  • Grant Tracking and Billing
  • Inventory Management
  • Multi-entity & Global Consolidations
  • Purchasing
  • Reporting and Dashboards
  • Revenue Recognition
  • Spend Management
  • Time & Expense Management
  • Vendor Payment Services

To learn more about how this modern cloud accounting software can benefit your family office wealth management, we invite you to schedule a free discovery call. Discover how Sage Intacct can help you unlock new possibilities for your organization.

Data sheet about Sage Intacct Cloud Accounting for Family Offices

Download the Full Report Here
  • This field is for validation purposes and should be left unchanged.