Partner Types


Preferred Plus

Sage Intacct

"Combining Addepar data with Sage Intacct’s accounting system gives family offices a complete consolidated view of their assets."

Sage Intacct’s general ledger system leverages Addepar’s high-quality investment data to help family offices keep a consistent data record across all types of financial accounts. By eliminating duplicative manual data entry, Sage Intacct creates a complete financial record for families with complex needs, including business and other alternative assets that may be on their balance sheet. Combined with Addepar’s investment data, family offices can provide a single general ledger view into a family’s financial structure, across any manner of entities that they own.