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Sage Intacct for wealth/PE/family management

Cloud accounting software for wealth management companies

Guide Your Clients and Grow Your Business

We understand the unique challenges of wealth management, from increasing client service demands and bottom-line growth expectations to navigating complex multi-entity accounting consolidation and a changing regulatory ecosystem. As your firm focuses on achieving your clients’ goals, the last thing you need is your back-office derailing your success.

Our innovative accounting software helps drive investment decisions by serving as an automated and fully integrated single source of truth featuring:

Accounting & Financial Management Software for Private Equity Firms

Your All-In-One Accounting Solution

Private equity firms need automated cloud accounting software to help manage capital structure, complex deal designs, and ever-changing regulatory standards. Our financial management and accounting software helps drive investment decisions by serving as a fully integrated single source of truth featuring:

By automating your back office operations, you can focus on building your business through disciplined investment choices, a robust deal flow, value-add operations, and aligning interests to create value.


Multi-family office cloud accounting software for the company you keep

Be In Control – Beyond Assets

The growing market of ultra-high net worth families continues to bring new levels of complexity to all aspects of your company. 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. As the only AICPA preferred financial management solution, Sage Intacct is the accounting experts’ choice with:

We understand the complicated ownership structures you manage and the specialized needs that family wealth accounting requires. Our multi-entity, cloud-based accounting system for family offices provides smarter wealth management, bespoke reporting capabilities, and exemplary business intelligence. From a shared dimensional chart of accounts to real-time custom dashboards, we help you get…and stay…in control.


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