Cloud Accounting for Family Offices
Direct and support your investment business with modern cloud accounting software. Single and multi-family offices need scalable financial management tools that meet ever-evolving wealth portfolio goals and diverse lifestyle requirements. From navigating complex multi-entity consolidation to the constantly changing regulatory ecosystem, Sage Intacct helps family offices seamlessly manage their financial processes and provide value to their owners by delivering insights as a single source of truth. We provide intuitive core accounting with a dimensional general ledger, continuous consolidation and drilldown across multiple entities and funds, easy-to-use reporting and dashboards, workflow automation, and rock-solid audit trail.