• Wealth Management Family Office

    Manage multiple investment assets for multiple owners with partial ownership

  • 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 and expense distribution for each of the family members
    • Tax and Estate planning
    • Consolidated historical financials and forecasting in one view

    System Requirements:
    Sage Intacct Web Services, AppComputing BuedgetEngine, Global Consolidation

    Paid Application

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

    AppComputing, located in the US California Silicon Valley, specializes in building enterprise financial applications. We partner with VARs, IAPs, and CPAs. AppComputing BudgetEngine is fully integrated with Sage Intacct.

    Phone: (408) 829-8600
    Website: http://appcomputing.com/
    Year Founded: 2008
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