1 A Be er Way to Manage Your Family Office...For the Company You Keep
Multi-entity, cloud-based financial
management and accounting
solutions for family offices
Sage Intacct understands the unique
challenges of ultra-wealthy families and their
family offices when it comes to complex wealth
management. From navigating complex multi-
entity consolidation to a constantly changing
regulatory ecosystem, Sage Intacct's cloud-
based accounting so ware helps family offices
seamlessly manage their financial processes
By providing best-in-class cloud accounting solutions, it's no surprise that professional
accounting industry organizations chose Sage Intacct:
• The only AICPA® preferred financial management solution
• Preferred by the International Federation of Accountants® (IFAC)
• Rated #1 in customer satisfaction by G2 Crowd Spring 2017 Grids
• A Salesforce® Platinum ISV partner
Sage Intacct is the leading multi-entity cloud accounting system used by some of the most
prominent ultra-wealthy families and their family offices in the world. Learn how Sage Intacct
can help.
D a t a s h e e t
A Be er Way to Manage
Your Family Office
For the Company
You Keep
Financial Services
and provide value to their owners by serving
as a single source of truth:
• Continuous multi-entity consolidation of
complex global financials
-- Reduce consolidation time from days
or weeks to minutes
• Shared dimensional chart of accounts
reduces churn, saves time, and boosts
efficiency
-- Decrease the number of entries from
10k to 100's, and add a new entity in
minutes
