Leading Cloud Financial Management & Accounting Software for the Family Office

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.

View how Sage Intacct provides family offices greater visibility and control over AUM.

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Committed to success

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.

Family Offices Accounting and Finance Management Solutions with Custom Investor Dashboards

Driving performance in the family office.

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

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
Family Offices Accounting and Financial Management Solutions with Automation and Investor Dashboards

Learn how software can help you overcome the challenges of consolidations today.

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
Family Offices Accounting and Financial Management Solutions with Real-Time Custom Dashboards

Financial dashboards and metrics that matter.

Easily integrate with existing and new systems

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.

Family Offices Accounting and Financial Management Solutions with Easy Systems Integration

5 pitfalls to avoid with financial integrations.

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. Specializing in the family office, 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
Family Offices Accounting Finance Management Solutions with Cloud Power

Discover why family offices are moving to the cloud.

Sage Intacct accounting software products— #1 in customer satisfaction

We’ve earned the highest customer satisfaction in the industry from G2 since we focus on delivering an integrated accounting solution that puts your success first.

Leader 2022
G2 Grid Report

See why Sage Intacct is the #1 accounting software solution in customer satisfaction.

Financial Services

The #1 accounting software for more than 850 financial services firms that collectively manage more than $1.3 trillion AUM

Product add-on modules for financial services

Dynamic Allocations Dynamic Allocations Fully automate allocations
Multi-Entity and Global Consolidations Multi-Entity and Global Consolidations Powerful, lighting-fast continuous consolidations
Spend Management Spend Management Streamline purchasing and payables
We’ve become so good at detecting things before they happen now, that we don’t have to react.
Mike Dolence
Vice President of Operations, Pride Investment Partners

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