Sage vs Private Wealth Systems

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.
Go back to Sage Intacct
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.

Read more
Private Wealth Systems

Private Wealth Systems

Category
Consolidated Reporting

USA-based Private Wealth Systems provides the digital infrastructure that powers modern family offices across the world. The platform is able to support even the most complex nested ownership structure through its capturing, correcting, calculating and presenting of actionable information across asset classes and currencies.

Read more
Company

  • 11-50


–


  • 2014


  • Owned by management
  • Clients are also owners


  • United States of America


  • Charlotte
  • New York
  • Salt Lake City


  • Switzerland
  • United States of America
  • United Kingdom
  • Saudi Arabia
  • Australia


  • $200 billion


  • $223 million

Client

  • Single-family offices


  • Multi-family offices
  • Banks
  • Individual wealth owners
  • Fund managers


  • 650+ UHNWIs and family offices

Product

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


  • Data aggregation – our direct bank feeds captures 3x more data than other providers.
  • Data validation – we perform daily reconciliation and correct bank data errors.
  • Performance calculation – in side by side comparisons with other systems we have proven double-digit accuracy in performance and analytics.
  • Custom reporting – our award winning data model empowers each user to personalize their data any way they want.
  • Digital portal – wealth owners can customize their own mobile dashboards to have total power over their wealth.


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


  • GDPR


  • Yes

Technology

  • SaaS
  • Serviced software


  • Multi factor authentication
  • Application scanning
  • Network scanning
  • Encryption at-rest and in-transit
  • Data leakage prevention (DLP)
  • User level access controls
  • Annual audits by global banks


  • Microsoft


  • API that can connect with any third party system including CRM, bill pay


  • Yes