Sage vs Assure Wealth

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.
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sage

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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Assure Wealth

Assure Wealth

Category
Data Aggregation

Denmark based, Assure Wealth is your assurance that the same parameters for calculating your wealth's Returns and Risks are being used for all wealth managers and portfolios.

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Company

  • 11-50


  • $2.5 million


  • 2014


  • Key staff also have ownership
  • Clients are also owners


  • Denmark


  • Nivå


  • Denmark
  • Norway
  • Sweden
  • Switzerland
  • United Kingdom


  • $20 billion


  • $160 million

Client

  • Individual wealth owners


  • Single-family offices
  • Multi-family offices


  • 50 UHNWI
  • 3 SFO
  • 10 foundations

Product

  • Accounting
  • Consolidated reporting
  • Data aggregation
  • Risk management
  • Impact/ESG reporting


  • Overview
  • Flexible wealth reports
  • Independence
  • Full risk picture
  • Follow-up on performance
  • Integration to accounting systems


  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)


  • GDPR


  • Yes

Technology

  • Serviced software


  • Two-factor login
  • Secure emails


  • VITEC


  • Accounting systems
  • DW-solutions


  • Yes