FAMILY OFFICE MANAGEMENT...IN THE CLOUD
CONSOLIDATE HUNDREDS OF ENTITIES IN REAL TIME
Running a family wealth management organization can be a tremendous challenge.
Looking to secure real-time access to sensitive financial data and vital client information? Seeking improved data accuracy, integrity, and transparency, but struggling with compiling data from disparate sources and systems? Interested in automatically simplifying complex multi-entity consolidations and streamlining Assets Under Management (AUM) accounting?
Whether a single-family or multi-family office, Sage Intacct’s multi-entity, cloud-based accounting system for family offices provides smarter wealth management, automated reporting capabilities, and real-time custom dashboards to help you stay in control.
- Continuous multi-entity consolidations of complex global financials.
- Shared dimensional chart of accounts saves time and boosts efficiency.
- Dashboard analytics for instant shared access within and across entities.
- Real-time financial data and key metrics for better insights.
- Collaborative compliance including GAAP and front-to-back office audit trails.
- Quick, accurate closes with automated consolidations.
MOVE BEYOND STANDARD REPORTING
What Is Cloud Accounting?
Outgrowing QuickBooks: Explore Benefits of Real-Time Financial Dashboard
5 WAYS CLOUD ACCOUNTING SUPERPOWERS NONPROFITS
Streamline accounting processes for greater visibility.
When it comes to single-family and multi-family financial management, the call for greater transparency and accountability is growing stronger.