• 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 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

    System Requirements:
    To enable the integration, Sage Intacct users are NOT required to purchase: Sage Intacct Web Services - Developer License. AppComputing BuedgetEngine, Global Consolidation

    Annual Subscription

    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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