Sage Intacct Inc.

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Who We Are

Ben Collins Senior Director, Financial Services ben.collins@sage.com 617-388-2999

Veronica Medina Senior Field Marketing Manager veronica.medina@sage.com 718-683-7118

Sage Intacct is the only and preferred provider of the AIPCA for cloud financial management. Specializing in helping a variety of Financial Services firms — including single- and multi- family offices, asset management firms, lending institutions, insurance carriers, real estate companies, and credit unions —Sage Intacct streamlines investments, capital, and reporting, while delivering real[1]time visibility into the metrics that matter. Our modern, native-cloud solution, with open APIs, gives family offices and other financial services customers the connectivity, visibility, and efficiency they need to do more with less. With Sage Intacct, family offices can maximize productive and growth at scale.

Our Products

Sage Intacct's integrated multi-entity accounting software enables family offices to manage over half a trillion dollars in AUM. We do it by providing one integrated accounting system that continuously consolidates multiple and global entities, streamlines planning cycles, and improves business intelligence with greater visibility. Improve your family office performance with the cloud-based financial accounting software that’s #1 in customer satisfaction.