Financial Services: Multi-Family Offices

Sage Intacct for Financial Services

Cloud Accounting w/ Consolidated Real-Time Data – Right When You Need It

Sage Intacct Cloud Accounting Software

Multi-family office cloud accounting software

Sage Intacct provides you with all the needs and requirements in order to make your high value clients feel at home. Diverse and complex portfolio management, investment planning, philanthropy opportunities, legacy guidance, lifestyle goals, and office administration require an all-in-one cloud accounting software solution to simplify and streamline operations, and Sage Intacct provides you with that.

Fast Consolidations – Without the Mind-Numbing Cutting and Pasting in Excel

As the only AICPA preferred financial management solution, Sage Intacct is the accounting experts’ choice with:

    Consolidated Multi-Entity Management and Trust Accounting

    Sage Intacct integrated accounting software eliminates complexity regardless of the diversity or scale of assets under management (AUM). 

    • Automatically simplify complex multi-entity consolidations and streamline AUM accounting
    • Shared dimensional chart of accounts reduces churn and wasted time
    • Easily manage global accounting processes based on current and future regulatory requirements with a single version of truth
    Financial Services Multidimensional Reporting – The Data You Need Right Now

    Innovative Accounting Automation and Investor Dashboards


    Sage Intacct’s automated accounting solution enables the multi-family office to maximize profitability through automation, enable customized real-time dashboards, and provide a new level of performance visibility.

    • Instant access to both financial and operational metrics
    • Real-time shared access, improved data accuracy, and deeper transparency decreases compliance risk exposure and costs
    • Connect front office and back office to create collaborative compliance strategies

    Trusted and Secure Cloud-Based Financial Software

    Cloud-based accounting software provides significant benefits to the multi-family office. Access the same information and data from anywhere at any time.

    • Secure 24/7 delivery of critical financial data and sensitive client information
    • Lower total cost of ownership (TCO) vs. on-premise software
    • Cloud-native automatic system releases, backup, disaster recovery, and more equals less down-time and disruption
      Financial services accounting software


      Sage Intacct
      Accounts Payable

      Sage Intacct
      Accounts Receivable

      Sage Intacct
      Cash Management

      Sage Intacct
      General Ledger

      Sage Intacct
      Order Management

      Sage Intacct

      Recognized as a Top 50 Best Software
      Products for Mid-Market by G2 Crowd.

      The first and only AICPA preferred
      financial management solution.

      2 Trust Radius Awards for
      Accounting & Budgeting and ERP.

      Browse Cloud ERP Business Software: Accounting, CRM, HR & More