Sage Intacct equips family offices with robust tools designed to effectively manage intricate financial structures across multiple entities. Its capabilities facilitate consolidated reporting for trusts, foundations, and family businesses, providing immediate insights into overall wealth performance. With features supporting multiple currencies and ledgers, the platform is well-suited for international investments and varied asset portfolios. Custom dimensions allow family offices to monitor finances according to property, investment category, or specific family members. Automated workflows promote uniformity, adherence to regulations, and streamlined financial closing processes. The system includes comprehensive audit trails, role-specific access, and secure cloud storage to safeguard sensitive financial information. Integrated dashboards enhance visibility and offer strategic insights for both advisors and family members. Sage Intacct empowers family offices to streamline operations while ensuring oversight and transparency.
