91̽»¨

¹ó²¹³¾¾±±ô²â³§¾±²µ³ó³Ù®
family office management

A proprietary, cloud-based technology platform designed to centralise and manage data for family offices.

Contact our ¹ó²¹³¾¾±±ô²â³§¾±²µ³ó³Ù® team

Transparency and access to real-time information are crucial not only for day-to-day operational efficiency of your family office, but also for providing the holistic overview that is essential for strategic, data-led decision making.

Many family offices spend significant amounts of time manually entering data from various advisers and stakeholders on to multiple systems. But as well as wasting time and resources, this approach leaves too much room for errors and inaccuracies.

How can FamilySight help my family office

FamilySight®, RSM’s proprietary and secure technology platform, delivers timely information in formats you can use and share. With technology scaled to match the complexity of your family office, the platform provides unique visibility across your entire ecosystem, helping to manage a comprehensive list of operational components and providing a host of benefits:

FamilySight_icon_1_200x200

Integrated cloud-based solution

A single platform for all the tools you need, a connected space to manage your wealth and drive decision making.
FamilySight_icon_2_200x200

Make decision making easy

Save time with one ecosystem that can be accessed by all, with innovative automation and AI solutions to minimise manual processes.
FamilySight_icon_3_200x200

Daily report of portfolio data

Cloud-based technology aggregates your assets in a clean dashboard, with easily customisable reports available at the click of a button.
FamilySight_icon_4_200x200

Works with existing operations

Enables secure document sharing, streamlined task management, and unique access and permissions tailored to each family member and adviser.
FamilySight® - family office management
FamilySight® is RSM’s cloud-based dashboard designed to meet the unique needs of family offices. It offers real-time access, control and transparency, enabling seamless collaboration across platforms for strategic decision-making.
 

For more information about FamilySight or to book a demo, please complete the form