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

Price:
Annual Subscription

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