ERP and Business Software Solutions for Family Offices Serving Companies in the Dallas Area and Beyond
Trusted to manage more than $1.3T in AUM, Sage family office software solutions can help you handle diverse challenges—from complex portfolio management and investment planning—to legacy guidance and office administration. Gain real-time visibility, deeper insights, and maximum efficiency to help you manage and grow your family office investments with confidence.
ERP / Accounting
Whether your family office is global or domestic, single- or multi-family, now you can close the books faster and gain the visibility you need—even as your operations grow and evolve.
Multi-Entity Family Office Accounting Platform with Continuous Consolidation
We provide one integrated family office accounting system that continuously consolidates multiple and global entities, streamlines planning cycles, and improves business intelligence with greater visibility. All done in real-time, empowering you to confidently grow and manage your investments.
Custom Investor Dashboards For the Single-Family Office
No more wasting time trying to compile data from disparate sources and systems to create reports and close. We provide you with customized, real-time financial dashboards, so you can gain deeper insight into all areas of your business performance.
With Sage you’ll free up more time for other strategic activities, while gaining insights and control over your back office and front office operations. Sage’s family office software solutions align to standard financial protocols for enhanced accuracy of performance reporting and help you achieve flawless integration with other software you already use in your business.
Innovative Accounting Automation and Investor Dashboards for the Multi-Family Office
Sage’s automated accounting solution enables the multi-family office to easily optimize processes, improve collaboration, and make faster decisions with greater confidence. So you can maximize profitability through automation, enable customized dashboards, and provide a new level of business performance visibility. With Sage family office software solutions, you can have greater insights and improved confidence in your wealth management decisions for future generations to come.Get Started Today
Sage Intacct cloud based software is designed with the unique challenges of single- and multi-family offices in mind. From navigating complex multi-entity consolidation to a constantly changing regulatory ecosystem, Sage Intacct’s cloud-based accounting software helps family offices efficiently manage their cash management and other financial processes, providing value to their owners by serving as the single source of truth.
The busy work, the mundane tasks, the repetition are all gone. Also, the speed and efficiency gains allow me to spend more time on strategic projects. Thanks to the efficiencies we’ve gained with Sage Intacct, we were able to downsize staff while raising productivity.” Renee Davis, Corporate Controller, B-29 Investments
Continuous multi-entity consolidation of complex global financials—Reduce consolidation time from days or weeks to minutes
Shared dimensional chart of accounts reduces churn, saves time, and boosts efficiency—Decrease the number of entries from 10K to 100s and add a new entity in minutes
Customizable dashboard analytics eliminates error-prone data and disparate spreadsheets—Data management to track financial data and metrics including P&L, budget vs. plan, cash, AUM, and fair market value over time
Collaborative compliance—Supports GAAP compliance. Provides a front-to-back office collaborative audit trail.Learn More
Move beyond accounting software and meet the demands of your growing business. For organizations looking for on-premise ERP software, Sage 100 is the flexible, secure, configurable solution ideal for managing complex consolidation, reporting requirements, and more.Learn More
MicroAccounting and Sage—Your Partners in Success
Whether your family office is global or domestic, single- or multi-family, Sage Partner MicroAccounting has the specialized expertise you can rely on to get up and running quickly on your Sage Intacct cloud ERP system. Learn how our personalized consulting services can help put your company on the path to profitable growth:
Go paperless, keeping your digital data secure and easy to find and manage, through the entire lifecycle of your daily business processes. Support an in-office or remote workforce with our document management and process automation solutions.
- Scan and process documents automatically
- Track and access documents wherever they are
- Automate document delivery
- Securely capture and approve documents on mobile devices
We make it easy and secure to go paperless—either as a stand-alone solution or integrated into your ERP software.Learn More
Go beyond simply tracking depreciation to get the highest tax benefit and value from your company’s physical assets. Accounting for the status, value, and location of your company’s fixed assets is easier that you might think, with insightful reporting for all stakeholders.
- Maximize tax savings while complying with regulations
- Reduce operating costs by projecting depreciation
- Prevent fraud and insurance overpayment by eliminating ghost and zombie assets
Software Consulting and Implementation Services
Our team of expert consultants have years of experience implementing ERP and business management solutions across a broad range of companies in the Dallas, Texas area and beyond. Let us know how we can help!Learn More
As technology evolves family office executives no longer have the luxury of spending time pouring...Find Out More
Many wealth management firms have accelerated cloud adoption in response to a rapidly changing business...Find Out More
Business Software Solutions
We provide powerful, configurable business management technology for small- to mid-sized organizations in the Dallas area and nationwide. Our expert consultants can help you select and implement the right solutions to gain efficiency and make faster, smarter decisions.