Sage family office accounting software

Manage your family office investments with ease and confidence using Sage’s industry-leading software, trusted to oversee over $1.3T in assets under management (AUM). Our solutions are designed to tackle the complexities of portfolio management and investment planning —all in one streamlined platform. With real-time data, actionable insights, and tools to maximize efficiency, Sage empowers you to simplify operations, make informed decisions, and grow your family office investments effortlessly.

Sage solutions for family offices and wealth management

Whether your family office or wealth management firm is global or domestic, single or multi-entity, Sage ERP can help you close the books faster and gain the reporting you need – even as your operations grow and evolve. Eliminate manual data entry and provide your investors the data they need with custom dashboards. With more time in your pocket, Sage allows your finance team the opportunity to focus on strategic activities, while gaining control of your front and back office operations. Sage’s family office software solutions align with industry standard protocals for improving accuracy in reporting while seamlessly integrating with the other solutions you use to manage your family office.

Multi-entity family office accounting with continuous consolidation

Sage’s family office accounting solution offers continuous consolidations for multiple and global entities. With streamlined planning cycles and improved business intelligence Sage provides improved reporting visibility in real time, granting your team confidence to grow and manage investments wisely.

Innovative accounting automation and investor dashboards for the multi-family office

Embracing automated accounting with Sage enables the multi-family office to optimize processes, improve collaboration, and confidently make faster decisions. With Sage you can maximize profitability through customizable dashboards that enable better business performance visibility to improve your wealth management decisions for future success.

Driving performance in the family office

White Paper

Driving family office performance—3 new paths for the data-driven CFO

Discover how technological advancement assists family office executives to keep up with the data influx while making faster decisions to keep their investors satisfied. Here are the new paths allowing CFOs to move from traditional software to access real-time reporting for immediate insight and confident decision-making.

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Sage Intacct for family offices

Sage Intacct cloud accounting software has the reporting capabilities to handle the unique challenges of single and multi-family offices. With multi-entity consolidations and the ability to keep pace with ever-changing compliance regulations, Sage Intacct’s cloud accounting software helps family offices manage their financial processes with ease.

Continuous multi-entity consolidations of global financials reduce overall close time from days or even weeks to minutes.
Sage Intacct’s dimensional chart of accounts enhances customer retention, saves time, and boosts efficiency.
Customizable dashboard analytics cuts manual processing to eliminate error prone data. Enabling your team to track financial data metrics including P&L, budget vs. plan, cash, AUM, and fair market value over time.
Regulatory compliance management supports GAAP compliance and provides a full office audit trail.

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Sage 100 for family offices

As an on-premise alternative to Sage Intacct’s cloud capabilities, Sage 100’s ERP software provides a flexible, secure, customizable solution capable of managing complex consolidations, reporting requirements, and so much more.

Sage Intacct pays dividends for B-29 Investments

Case Study

Sage Intacct pays dividends for B-29 Investments

B-29 Investments is a private equity firm representing two Texas entrepreneurs and their families. The firm invests in public and private companies with a heavy focus in the Texas energy sector. They needed a financial management system that kept pace with their agile investment strategies. That is why they chose to partner with Rand Group to implement Sage Intacct as their next-generation accounting solution.

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