Sage Intacct for Family Offices

Serve the Varied Financial Interests of Family Offices with Ease

When you manage the diverse financial interests of families with ultra-high net worth, you have to be able to keep up with their constantly evolving needs. Sage Intacct, a cloud-based financial management solution, can help you meet the unique challenges of family offices with custom reports, automated processes and exceptional multi-entity management.

Whether your clients want to check on their investments or review their philanthropic strategies, you can use Sage Intacct to put together reports that show the exact data they want to see. Dashboards within the system can show key financial and operational metrics. Because Sage Intacct is cloud-based, all information updates in real-time.

Instead of pulling together information from spreadsheet entries to complete time-consuming month-end reports, you can take advantage of automation to close the books, cutting processes that used to take days down to mere hours. Information from systems used to manage payables, receivables and invoicing can be integrated into Sage Intacct, which gives your clients the flexibility to use the third-party solutions they prefer.

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Manage multiple entities with Sage Intacct

For the family offices with multiple entities, Sage Intacct tracks each one separately, which can help with reporting for tax preparation. For each entity, you can configure rules regarding inter-entity transactions and bank accounts. Access to each entity can be limited to certain employees, so that they have the information they need to do their jobs while your clients’ sensitive data stays protected. When you’re overseeing family offices with global concerns, financial consolidations, such as currency conversions, inter-entity transactions and local tax reporting, are automated, leading to greater accuracy and easier audits.

RSM can help you provide smarter wealth management for family offices with improved reporting, better automated processes and enhanced multiple-entity organization.