Menu

FamilySight dashboard technology

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:

Request a FamilySight demo

  • 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.


Related insights

How dashboard technology can help family offices maximize their data

INSIGHT ARTICLE

How dashboard technology can help family offices maximize their data

Family offices are benefitting from dashboard technology that integrates real-time data to support strategic planning and decision-making.

Helping family offices choose the right technology

VIDEO

Helping family offices choose the right technology

RSM and the Association of Corporate Growth discuss the use of technology to enable remote work during a pandemic and the risks to consider.