From General Ledger to Full Picture

​How family offices connect accounting and reporting with Sage Intacct, Masttro and Truewind.

​Family offices manage some of the most complex structures in finance. Investment data lives in one system, accounting lives in another, and the handoff between them is still done by hand: brokerage statements reconciled in Excel, re-keyed and mapped line by line every month.

​In this 45-minute live session, Masttro, Sage Intacct and Truewind show how the three platforms fit together:

• ​Masttro: the aggregation layer, with investments, private funds, cash and tangible assets in one picture of wealth

• ​Sage Intacct: the system of record for family office accounting

• ​Truewind: the work in between, turning statements into review-ready journal entries in Sage Intacct

​You'll see a month end before and after the workflows are connected, then bring your questions for the panel.

​Speakers

• ​Dan Williams, Head of Marketing, Masttro (Moderator)

• ​Eric Switzer, Regional Director, Masttro

• ​Kelly Baines, Principal Solution Consultant, Sage Intacct

• ​Alex Lee, Co-founder and CEO, Truewind

​About the hosts

• ​Sage is a global leader in accounting and financial management software.

• ​Truewind is an AI accounting platform built for family offices and the firms that serve them. Truewind is an official Sage Marketplace partner.

• ​Masttro is the wealth data platform used by family offices to consolidate and report on total net worth.