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FamilySight: An end-to-end view of your family office
Comprehensive dashboard technology integrates data in real time
Family offices pull their multigenerational goals within reach when they put their data to use. Real-time, integrated data enables family members and office staffers to focus on strategic planning because they can see the full picture.
RSM has developed FamilySight, a cloud-based technology solution that provides family offices with a comprehensive, critical data and analytics across business and personal enterprise structures. FamilySight’s modern architecture gives clients full visibility into their enterprise and presents it on a customized dashboard that enables stakeholders to focus on strategic business decisions. With technology scaled to match the complexity of your family office, FamilySight helps manage a comprehensive list of operational components, including:
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- Portfolio management
- Tax compliance
- Finance and accounting
- IT and cybersecurity
- Project management
- Valuation services
- Secure document exchange
- Advisory collaboration
Learn how FamilySight uses data to enhance decision-making and create an ecosystem that serves all family office executives, stakeholders and advisors.
Family offices are benefitting from dashboard technology that integrates real-time data to support strategic planning and decision-making.
RSM and the Association of Corporate Growth discuss the use of technology to enable remote work during a pandemic and the risks to consider.