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Sage for Financial Services

Leading cloud accounting software for the family office

Gain real-time visibility, deeper insights, and maximum efficiency to help you manage and grow your investments with family office accounting software.

Graduate to the leading software solution that streamlines accounting and finance for family offices.

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Family office software you can rely on

From diverse portfolios and investment planning to impact investing, legacy guidance and lifestyle goals, Sage Intacct financial management software helps you save money and resources, automate processes, strengthen internal controls, increase visibility, and easily report to stakeholders. Accounting for the family office will be under control, every day.

The go-to solution for financial services and insurance firms

Sage has helped thousands of financial services and insurance firms upgrade to a modern, scalable, and easy-to-use financial management platform. Our plans are designed to meet your industry’s specific needs.

Standard plan

For growing, small, and mid-sized firms.

Streamline your finance operations

  • Streamlined entity management that cuts consolidation time in half
  • Complete financial management with a dimensional general ledger, accounts payable, accounts receivable, and cash management
  • Real-time reporting tools and KPI insights to help you identify growth opportunities

Premium plan

For more complex organizations with growing needs.

Maximize your visibility and automation

Everything in Standard, plus:

  • Advanced reporting tools to elevate decision-making
  • Dynamic cost allocations with customizable rules tailored  to automate month-end close
  • Visual data boards for collaborative analysis of live data and fast insights
  • Premium support with extended support hours for critical issues, fast response times, plus training and more

Automate financials across multi-entities with continuous consolidations for your family office

Looking for single family office accounting software? Collectively, family offices use Sage Intacct's integrated, multi-entity accounting software to manage more than $1.3T in AUM.

Our unified family office wealth management software and reporting tools continuously consolidates multiple entities, streamlines financial planning processes, and improves business intelligence, all in real time so you can grow and manage your investments with confidence.

  • Automate complex multi-entity consolidations across funds, assets, currencies, and locations.
  • Boost efficiencies and save 40+ hours every month from manual report preparation.
  • Gain peace of mind with GAAP-compliant financial statements.
Learn how family office software can help you overcome the challenges of consolidations today. Read the data sheet
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Get a real-time pulse on your financials with custom dashboards

Maximize the growth and profitability of your family office through automation to eliminate time-consuming processes and the need for error-prone spreadsheets. And with customized, real-time financial dashboards, our family office reporting software empowers you with deeper insights into all areas of your business performance.

  • Get instant access to your financial and operational metrics.
  • Improve data accuracy and transparency to decrease compliance risk exposure and costs.
  • Create seamless collaboration from your front-to-back office.

Financial dashboards and metrics that matter. Read the data sheet

Easily integrate with existing and new systems

Share investment finance data and connect multiple other applications – like existing systems, portfolio management, expense management, payroll. Leverage intuitive, efficient family office software to bridge the gap between finance and operations and keep everything (and everyone) in sync.
5 pitfalls to avoid with financial integrations. Read the article
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Access the power of being in the cloud

With cloud-based family office accounting software, you're in control with a secure, low maintenance, and fully integrated solution. Sage Intacct streamlines investments accounting, leveraging our deep experience working with family offices to deliver real-time visibility into the metrics that matter.

  • Lower total cost of ownership (TCO) vs. on-premise software.
  • Secure real-time access to sensitive financial data and vital client information.
  • Cloud-native automatic backup, updates and system releases, disaster recovery, and more means less down-time and disruption.

Discover why family offices are moving to the cloud. Read the white paper

Resources for family office accounting software

Explore the latest research, guides, and webinars on accounting and finance.
G2 report

Sage Intacct accounting software products— #1 in customer satisfaction

Read the report
Product demo

Cloud accounting for family offices

Case study

Validus Capital streamlines in-house reporting

Read the case study

Get more than just great software

All Sage customers are part of the Sage community. As a Sage member, you can enjoy benefits, connect with experts and industry peers, and get insights that help you and your business.
Explore member benefits

Expert human support

Talk to our product specialist to help you get the most out of your software so you can be more productive.

Community Hub

A trusted space where Sage users connect, collaborate, and grow. Share your insights, find solutions, stay up to date, and get the most out of Sage. 

Mike Dolence

Vice President of Operations, Pride Investment Partners

We've become so good at detecting things before they happen now, that we don't have to react.

Family office accounting software FAQs

Family office wealth management software and accounting solutions help private wealth management advisory firms better serve their affluent clients and families by automating financial planning processes and increasing real-time visibility. This allows your firm to make the smartest investment and financial planning decisions.

Cloud-based family office software helps you streamline processes and become more efficient. Because it's cloud-based, it can integrate with existing applications and systems like expense management and payroll, and also makes it easy to share investment data. This makes it the ideal solution for keeping your entire family office—and everyone in it—synchronized.

To improve your accounting process, you need powerful family office software solutions and reporting tools, built for your unique needs. Sage Intacct is the world's leading business management software for family offices, providing real time visibility via dashboards and reporting to allow you to make smart decisions about financial planning and investments for families. The system also offers system security and audit trails, integration with external systems, and the ability to manage multiple entities.

The best family office wealth management software and accounting solutions should offer powerful accounting and reporting features for maximum efficiency, while automating your financials across multi-entities. Sage Intacct is the best family office software on the market. Our powerful accounting system consolidates multiple entities, optimizes financial planning processes, and delivers actionable business intelligence in real-time so you can confidently grow and manage your investments.

Talk to our experts

Expert advice

Ready to learn more about what Sage Intacct family office software can do for your business? We are, too. Our product experts are here to guide you every step of the way.

Get in touch
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