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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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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.

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 accounting system 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 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, gain 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, and payroll – so that you access the best technology in all areas across your family office. 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 software, you’re in control with a secure, low maintenance, and fully integrated family office accounting solution. With deep experience working with family offices, Sage Intacct streamlines investments accounting, while delivering 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

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Cloud accounting for family offices

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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.
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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

Accounting software for family offices helps 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 accounting software enables family offices to be 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 the accounting process for family offices, you need powerful accounting software that is 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 accounting software for family offices should offer powerful accounting features for maximum efficiency and automate financials across multi-entities. If you're looking for accounting software for family offices, Sage Intacct is the best accounting software for family offices 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.

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Expert advice

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

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