Sage vs SumIT

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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sumit log

SumIt

Category
Accounting

SumIt offers simple, sophisticated family office software for complex family office accounting. Family office accountants are either underwhelmed or overwhelmed by their software. QuickBooks is too simple, while other solutions can seem too complex with unnecessary features.

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Company

  • 0-10


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  • 2022


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  • New York City


  • United States of America


  • $10 billion


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  • Owned by management
  • Clients are also owners

Client

  • Single Family Office
  • Multi Family Office
  • Accounting Firms


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Product

  • Accounting
  • Consolidated Reporting


  • Accounts Payable
  • Bank Reconciliation
  • Brokerage Reconciliation
  • Entity Mapping
  • Entity Management
  • Document Storage
  • Family Office Cash Flow Statement


  • Cash & equivalents
  • Alternatives
  • Equities
  • Fixed income
  • Private Equity
  • Real Estate
  • Residential
  • Venture Capita;


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  • No

Technology

  • SAAS


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  • Plaid
  • Finicity
  • Bill.com (pending)
  • Addepar (pending)


  • No


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