2020 FOX Family Office Technology Showcase - Sage Intacct

 

Sage Intacct, a best-in-class cloud financial management solution and AICPA-endorsed, is designed to accelerate your family office success.

Sage Intacct understands the unique challenges of ultra-wealthy families and their family offices when it comes to complex wealth management. From navigating complex multi-entity consolidation to a constantly changing regulatory ecosystem, Sage Intacct’s cloud-based accounting software helps family offices seamlessly manage their financial processes and provide value to their owners by serving as a single source of truth. Wealth and asset management firms using Sage Intacct collectively manage ...read more
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Who We Are

Sage Intacct is a best-in-class cloud accounting and financial management software solution. As the preferred provider endorsed by the AICPA and ranked #1 in customer satisfaction, we serve leading family offices ranging from iconic names such as DFO, to smaller firms such as Halstatt and Sasser Family Companies. Overall, our client base collectively manages more than $1.4 trillion dollars of assets under management. With more than 14,000 customers, Sage Intacct understands the needs of financial services firms, particularly that of the family office. By partnering with us, firms can rapidly consolidate multiple entities in minutes (versus days or weeks), minimize the complexity of an ever-growing chart of accounts, and use real-time financial dashboards that help CFOs and the family office team have immediate access to a single source of truth of their overall financial performance. With Sage Intacct, family offices, on average, are not only able to conduct their monthly close up to 65% faster and consolidate their books in minutes, but also reduce audit time by 67%. Contact us to learn more. 

What We Do

Sage Intacct helps our customers in several ways: (1) we reduce multi-entity consolidation times from 100 hours to just minutes, (2) we streamline vendor payments and shrink the cost of cutting checks -- one family office found that Sage Intacct reduced their average check costs from $36 down to $3.96 - a $90,000 saving, (3) we reduce the need for additional headcount by 30% vs. similar companies, and (4) we decrease the fully-loaded cost of your financial system by as much as 90% compared with the costs commonly found in aging on-premises accounting solutions.

What's Special About Us?

Sage Intacct is the only family office financial solution provider to bring a best-in-class cloud financial solution carrying ALL the following recognitions: 30 of the Top 100 CPA firms have chosen Sage Intacct; we are the ONLY AICPA® preferred financial management solution, and Sage Intacct is preferred by the International Federation of Accountants® (IFAC).

Sage Intacct for Wealth and Asset Management Companies

2020 FOX Technology Showcase Preview | July 28-30, 2020

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Info

Data as of: 
Monday, July 13, 2020
Year Established: 
1999

Stats

What are the primary generations your firm serves?: 
G1
G2
G3
G4
G5+
Total number of full-time employees: 
450
FOX Knowledge Center Contributions: 

Contact

Rick Lopes
Account Executive
209.840.2094

Headquarters

Headquarters: 
300 Park Avenue, Suite 1400
San Jose  California  95110

United States