AppComputing Wealth Management is a complete solution for multiple owners to manage multiple investment assets. With built-in asset distribution and planning modules, this solution provides each owner with consolidated financial reports across all the investment assets.

Key Benefits:

• Complex ownership structure, multi-layer, multi-owner, multi-asset
• Asset distribution and income/expense allocation for each of the family members
• Tax and Estate planning
• Consolidated historical financials and forecasting in one view
• Supports both ME Shared and ME Distributed in a mixed environment
• Supports User Defined Books used by Contracts, Dynamic Allocations and other workflows in Sage Intacct
• Supports all dimensions, Department, Location, Project, Class, and User-Defined Dimensions

Requirements:

Integrating with this application requires you to use the partner’s SenderID. By using the partner’s SenderID, you do not need to buy a web services developer license from Sage and your API usage will not count towards your API performance tier. Sage may prevent customers from integrating with this application under their own SenderID.

Price:
Annual Subscription

Integration Approved Countries:
Canada; United Kingdom; United States;