RSM Launches FamilySight® – First End-to-End Family Office Solution on Sage Intacct® Marketplace

CHICAGO – (August 15, 2025) – RSM US LLP (“RSM”) – the leading provider of assurance, tax and consulting services for the middle market – today announced that its proprietary FamilySight^® platform is available on the Sage Intacct^® Marketplace. This marks the first comprehensive family office solution offered on the platform, reinforcing RSM’s commitment to digital innovation and tailored client solutions.

FamilySight^® is a cloud-based solution that helps family offices with transparency, access, and control of their critical financial information across entities, portfolios and stakeholders. From automated reporting and real-time investment performance tracking to secure document sharing and customizable dashboards, FamilySight^® enables clients to streamline operations, enhance transparency and reduce manual effort. 

“The development of our FamilySight^® platform is a game-changer for family offices, providing unparalleled access, control and transparency of financial data,” said Karen Costa, family office enterprise leader with RSM US LLP. “At RSM, we have solutions tailor made for family enterprises at every point in their evolution, and by integrating our platform into the Sage Intacct Marketplace, we’re further empowering our clients to leverage their data in ways that drive efficiency and foster collaborative engagement.”

The Sage Intacct Marketplace is a curated platform of cloud-native and cloud-connected solutions that integrate with Sage Intacct’s financial software. With the addition of FamilySight^®, the Marketplace now offers family offices their first-ever industry-specific, all-in-one solution, reinforcing RSM’s commitment to delivering cutting-edge tools that address the evolving needs of wealth management and multi-generational families.

“The addition of RSM’s FamilySight^® to the Sage Intacct Marketplace is a powerful example of how our partner ecosystem delivers innovation tailored to industry needs. This integration gives family office clients greater control, clarity and confidence in their financial data, enhancing decision-making and streamlining operations. By combining deep domain expertise with cloud-native technology, we’re helping our customers scale at pace, while enabling collaborators like RSM to reach new audiences, deepen client relationships and differentiate through value-added services within the Sage partner ecosystem,” said Pat Schlicht, global leader, Sage Partner Network.