Sage Intacct for family offices

Sage Intacct technology empowers family offices to handle their own financial interests and keep up with their constantly evolving needs. RSM’s trusted Intacct advisors can help boost your investment further.

Our advisors serve the varied financial interests of family offices with ease

RSM helps you manage the diverse financial interests of families with extremely high net worth, keeping up with their consistently evolving needs. Our advisors are knowledgeable in all things Sage Intacct. This cloud-based financial management solution satisfies the unique challenges of family offices with automated processes, custom reports and exceptional multi-entity management. We show you how to use Sage Intacct to review your philanthropic strategies, check on your investments or create custom reports that show the specific data you want to see. Dashboards within the system show vital operational and financial metrics.

Instead of putting together information from spreadsheets to complete month-end reports, our advisors help you use automation to close the books, cutting procedures that used to take days down to just hours. Information from systems used to manage receivables, payables, and invoicing can be integrated into Sage Intacct, giving you the flexibility to use the third-party solutions you want.

When you’re supervising family offices with global concerns, financial consolidations, like currency conversions, local tax reporting, and inter-entity transactions are automated, delivering easier audits and greater accuracy. RSM can help you provide smarter wealth management for family offices through better reporting, better automated processes and better multiple-entity organization.

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