Sage Intacct ERP

Optimize Your Family Office & Wealth Management Operations with Sage Intacct

ADSS Global: A Sage Diamond Partner Since 1981

Sage Intacct Customers

Results CFOs Can Expect

Cut monthly close time by 50% with continuous consolidations

Protect security and privacy by family with separate environments and consolidated rollup

Integrate with popular business applications – can be synced with investment platforms such as Addepar

Improve overall finance efficiency up to 60% using customized dashboards and automated workflows

Greater Focus on Strategic Analysis (vs. manual data entry)

Real-Time Decision Making via advanced dashboards and dimensional reporting

DFo

Chief Financial Officer

Multi-Entity Management, Built for Family Offices

As your organization grows, manual processes drain your productivity and it’s difficult to analyze your growing range of data. While you’re managing multiple holding and operating companies, increased investor demand for more complex and frequent reports, and a changing regulatory landscape, we’ve built our financial accounting software with you in mind.

Sage Intacct asset management customers have experienced efficiency gains up to 50% and dedicate more time to strategic decision making. We provide intuitive core accounting with a dimensional general ledger, continuous consolidation, drilldown across multiple entities and funds, easy-to-use reporting, workflow automation, and a rock-solid audit trail.

Real-Time Dashboards

Asset managers need visibility into financial and operational metrics to make data-driven decisions. Sage Intacct allows you to consolidate and drill down by operating company, location, customer profitability, instrument, currency, and more in minutes, not tens or hundreds of hours.

Every transaction in the system is tagged with dimensions, so finance teams can sort, view, filter, and report on the specific information they need. Using these in-system tools, our asset management customers spend less time creating financial statements and more time analyzing them.

Looking to streamline enterprise management and accounting? We offer end-to-end services: consulting, implementation, custom development, and ongoing support, ensuring your Sage ERP journey is seamless and impactful.

The ADSS Global Difference

We combine decades of hands-on finance leadership with deep product expertise to deliver tailored ERP solutions for single or multi-family offices. Whether you’re managing a small trust or a global investment portfolio, ADSS Global and Sage Intacct ensure you have a system that scales with you.