Data Sheets

A Better Way to Manage Your Family Office

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2 A Be er Way to Manage Your Family Office...For the Company You Keep Accounting experts choose Sage Intacct To learn more about how Sage Intacct can help you achieve your mission more efficiently, visit: h ps://www.sageintacct.com/nonprofit-accounting-so ware or contact us at 877-968-0600. ©2019 The Sage Group plc or its licensors. Sage, Sage logos, Sage product and service names mentioned herein are the trademarks of The Sage Group plc or its licensors. All other trademarks are the property of their respective owners. NA/WF 183498. • Real-time dashboard analytics eliminates error-prone data and disparate spreadsheets -- Get instant, shared access within and across entities -- Track financial data and metrics including P&L, budget vs. plan, cash, AUM, and fair-market-value over time • Collaborative compliance -- Supports GAAP compliance -- Provides a front-to-back office collaborative audit trail

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