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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 a cloud-based, customizable, secure platform called FamilySight; which crystallizes a family office’s entire ecosystem. With technology scaled to match the complexity of your family office, FamilySight helps manage a comprehensive list of operational components, including:
- Portfolio management
- Tax compliance
- Finance and accounting
- IT and cybersecurity
- Project management
- Valuation services
- Secure document exchange
- Advisory collaboration
Request a FamilySight demo
Family offices are benefitting from dashboard technology that integrates real-time data to support strategic planning and decision-making.
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