Sage vs Arch
You are looking for alternatives to Sage. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.
Sage Intacct
Category
Accounting
Sage Intacct is a cloud-based accounting and financial management software invested in meeting the needs of financial professionals focused on customer success. Customers ranging from startups to public companies and family offices rely on Sage Intacct’s best-in-class cloud ERP software to deliver the efficiencies and insights that keep them on the fast track of growth, from their first million to their first billion.
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Arch
Category
Data Aggregation
New York-based Arch provides an intuitive, digital investment admin platform that tracks data from all private investments. Arch’s automated system collects K-1s, manages cash flows, and provides reporting-ready data, removing the need to access 3rd party portals.
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- 50-100
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- 2018
- External investors
- Key staff also have ownership
- Clients are also owners
- United States of America
- New York City
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Client
- Single family offices
- Individual wealth owners
- Multi-family offices
- Investment & Financial Advisors (RIAs/IFAs)
- Custodians
- Banks
- Accountants
- Fund of funds
- Individuals: 20%
- Single Family Office: 40%
- Multi-Family Office/RIA: 30%
- Institution/Banks: 10%
Product
- Consolidated Reporting
- Data Aggregation
- Data Validation
- Data Processing
- Tax Document Collection
- Task Management
- Cash Flow & Capital Call Management
- Digital Excellence
- Transparency
- Bankable or Financial Assets & Funds
- Lifestyle Assets & Rare Collectibles
- Private Equity & Direct Investments
- Real Estate
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Yes
Technology
SaaS
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Addepar, BlackDiamond, Advent APX, Orion, Masttro, SEI Family Office Services – Archway, and other performance reporting systems as requested.
No
