ERP and Business Software Solutions for Family Offices

ERP / Accounting

Whether your business is global or domestic, a single- or multi-family office, now you can close the books faster and gain the visibility you need even as your operations grow and evolve.

Multi-Entity Accounting Platform with Continuous Consolidation

We provide one integrated accounting system that continuously consolidates multiple and global entities, streamlines planning cycles, and improves business intelligence with greater visibility.

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 the tools, flexibility, and innovation to optimize accounting processes, continuously consolidate across multiple entities, and improve compliance efforts.

Innovative Accounting Automation and Investor Dashboards for the Multi-Family Office

Our automated accounting solution enables the multi-family office to easily optimize processes, improve collaboration, and make faster decisions with greater insights and confidence. We maximize profitability through automation, enable customized real-time dashboards, and provide a new level of performance visibility.

Sage Intacct

As the only AICPA preferred financial management solution, we’re dedicated to providing cloud ERP software with the tools, flexibility, and innovation to optimize accounting processes, continuously consolidate across multiple entities, and improve compliance efforts.

Sage 100

Move beyond accounting software and meet the demands of your growing business. Sage 100 is the flexible, secure, configurable solution ideal for companies managing complex consolidation, reporting requirements, and more.

Document Management

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.

Asset Management

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