Every family office needs a clear technology strategy
Family office technology shouldn’t feel like a maze of disconnected systems and inaccessible information. When critical financial, tax and investment data lives in silos, reporting becomes manual, compliance deadlines are missed and strategic decisions suffer.
That’s why RSM developed FamilySight, a secure, proprietary platform that delivers customizable reporting, real-time insights and seamless integration to drive efficiency, reduce risk and improve transparency.
The operational complexities we address:
- Fragmented systems and isolated data
- Inefficient wealth consolidation workflows that hinder strategic flexibility
- Strategic flexibility constrained by manual wealth consolidation
- Limited visibility across global assets and entities
- Evolving compliance and reporting requirements
- Inflexible technology that limits operational scalability
- Vendor overload and integration headaches
- Data security and privacy concerns
The solution that connects, clarifies and scales
FamilySight is more than a technology platform—it's the control tower that oversees and operates your entire family office ecosystem.
Strategic solutions we deliver:
- Unified data aggregation across financial, tax and investment systems
- Customizable reporting with real-time dashboards and performance insights
- Seamless integration with leading platforms through secure APIs (application programming interfaces)
- Automated workflows and confidential data exchange
- Built-in compliance tools to meet regulatory and reporting requirements
- Scalable architecture with role-based access controls
- Integration with myRSM Tax for personalized dashboards, real-time tax compliance tracking and enhanced planning capabilities
Built to integrate with the platforms that power your family office
RSM works with a broad range of leading family office technology providers to enable seamless integration across your ecosystem. FamilySight is designed to connect with many commonly used platforms—creating a unified, real-time view of your operations.