• 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

    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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