FamilySight leverages the robust reporting capabilities of Sage Intacct to deliver comprehensive insights both within a client’s portfolio and across the entire family office. It creates interactive financial statements that are not only impressive but also easy to prepare. By automating tasks like tax preparation and other essential workflows, FamilySight enhances data visibility and frees decision-makers to focus on strategic exploration and utilization of data. The dedicated RSM team, which designed the family office-specific features of FamilySight, works closely with each client to customize the system to their unique preferences. Their mission extends beyond technology, aiming to transform how family offices manage finances for optimal performance in every aspect. With customized permissions, automated data flows, and dynamic dashboards, FamilySight provides a future-proof solution for managing wealth, alternative investments, and passion assets—all in one secure platform.

Key Benefits:
​​​​FamilySight seamlessly integrates with Sage Intacct to enhance collaboration among you, RSM, and your advisors—providing real-time data access to optimize your wealth management today and in the future.

• Real-time insights & accuracy – enhances data accuracy and accessibility, enabling informed decision-making.
• Holistic & secure ecosystem – consolidates all financial data into one secure, centralized location.
• Flexible & customizable – adapts to each family’s unique needs, goals, and reporting preferences.
• Seamless software integration – connects with other platforms, ensuring automated data flow into Sage Intacct.
• Alternative investment & passion asset tracking – manage real estate, collectibles, art, and more with precision.
• Outsourced & virtual family office capability – scales to serve families of all sizes, from full-service to nimble operations.
• Command center services – a one-stop solution for family office management, enhancing efficiency and transparency.

Sage Intacct + FamilySight – Transforming Family Offices

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:
Usage based

Integration Approved Countries:
United States