Multi-entity accounting for wealth management firms and family offices
When finance needs to report across operating entities, investment structures, holding companies, trusts, or multiple business units, entry-level accounting tools usually become too limited.
nuvemXP helps family offices and wealth management organizations move to Sage Intacct for stronger multi-entity visibility, cleaner consolidations, better reporting, and a more scalable finance setup.
Improve visibility across entities, departments, portfolios, and operating units
Reduce manual consolidations and spreadsheet-heavy reporting
Work with a Canadian Sage Intacct partner focused on reporting, structure, and practical implementation
See if Sage Intacct fits your structure
Tell us a bit about your current setup and what you need to improve.
Why these teams outgrow simpler accounting systems
Consolidations get too manual
Finance teams end up rebuilding entity-level and consolidated views outside the system because the current setup is too limited.
Visibility is split across too many layers
Operating entities, management companies, trusts, holding structures, and internal departments all need to roll up more cleanly.
Leadership wants answers faster
Wealth management leaders and family office executives need timely visibility without waiting on spreadsheet packages every month.
What Sage Intacct can improve
Better reporting structure
- Multi-entity visibility
- Cleaner consolidations
- Department and business-unit reporting
- More useful dashboards for leadership
Stronger finance operations
- Less spreadsheet dependency
- Better month-end process
- More reliable controls and approvals
- A stronger long-term finance foundation
Who this is best for
Family offices with multiple entities
You need clearer reporting across investment, operating, holding, or shared-service structures.
Wealth management firms needing better visibility
Your current setup makes it too hard to see the business clearly across departments, entities, or management structures.
Finance teams living in spreadsheets
Your numbers exist, but they only come together after exports, cleanup, and too much manual reconciliation.
Why work with nuvemXP
Canadian Sage Intacct partner
Work with a local team that understands implementation, reporting, and the need for direct communication.
Strong multi-entity focus
We help design the structure properly so reporting and visibility improve for the long term, not just the go-live date.
Boutique, direct, practical
Less consulting theatre. More clarity, execution, and a setup that makes finance easier to manage.
Frequently Asked Questions
Why do family offices and wealth management firms move off simpler systems?
Usually because multi-entity reporting, consolidations, dashboards, and controls become too manual, too slow, or too hard to trust.
Is Sage Intacct a good fit for multi-entity structures?
Yes. It is especially strong when the organization needs better visibility across entities, departments, and consolidated reporting structures.
What improves most after the move?
Common improvements include faster reporting, less spreadsheet dependency, cleaner consolidations, better dashboards, and stronger operational control.
What does nuvemXP usually help with?
Common projects include migration from QuickBooks or Sage 50, reporting and dashboard setup, chart of accounts redesign, dimensional structure, and implementation support.
Still trying to manage multi-entity finance in spreadsheets?
Let’s talk about whether Sage Intacct is the right next step for your team.