FamilySight® – family office management
A proprietary, cloud-based technology platform designed to centralise and manage data for family offices.
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:
Integrated cloud-based solution
A single platform for all the tools you need, a connected space to manage your wealth and drive decision making.
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.
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.
Works with existing operations
Enables secure document sharing, streamlined task management, and unique access and permissions tailored to each family member and adviser.
For more information about FamilySight or to book a demo, please complete the form
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