Complete Business Solution
Sage Intacct for Family Office Consulting
Streamline and secure your family office with a comprehensive ERP solution that tames complexity and unifies data.
Feeling Swamped?
Outdated technology and disparate systems bring risks and inefficiencies that can cost you. It’s hard to focus on strategic priorities when you're inundated with manual tasks and redundant processes, such as:
Work Smarter
Sage Intacct for Family Office helps you save time and deliver more value to stakeholders by consolidating multiple entities, streamlining financial planning, improving data access and reliability, and enhancing controls. This powerful solution can model family office entities like trusts, family limited partnerships and other estate planning vehicles, and can synchronize with investment reporting platforms.
Simplify accounting processes, expense tracking and financial reporting
Reduce errors and save 40+ hours per month with automated reporting
Improve data accuracy and transparency to mitigate your regulatory risks
Sync portfolio management, expense tracking and payroll systems to boost data reliability
Support decisions with verified, easy-to-access data on investments, expenses and budgets
Enhance communication with real-time dashboards that centralize operational and financial metrics
Reap the benefit of a premier Sage Intacct partner and leading family office consultant. With 2,500+ deployments, we can help you implement and customize Sage Intacct to revamp your financial operations, increase data reliability, eliminate manual processes and ensure compliance.
Steps to Success
We evaluate your current processes, identifying areas for improvement and determining how a modern family office ERP can meet your evolving needs
We work closely with your team to ensure a rapid, seamless implementation of Sage Intacct for Family Office
We help you fine-tune your workflows and determine how you can best maximize your technology
We provide ongoing support as your family office grows, helping you continue to maximize system benefits as your needs evolve
What to Expect
An entrepreneurial mindset and 360-degree view of your family office help us keep you competitive and on track
Our holistic insights address all your organization’s needs, and we tailor our approach to your challenges
You benefit from family office experts who empower you to create meaningful change and scale as you grow
Gain back time and deliver more value. Contact our Sage Intacct experts today to learn how to start modernizing your family office operations.