RSM Family Office Dashboard

Category

Consolidated Reporting

Country

United States of America

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RSM’s family office dashboard provides families with a personal, holistic and integrated view with unparalleled access to their data. By leveraging cutting edge technology and dynamic industry-leading advisors, clients receive unrivaled insights and value. The dashboard keeps our clients equipped and informed by consolidating key issues, information and needs, including tax; complex partnership tiering and allocation; collection of liquid and illiquid financial assets; outsourced CFO capability; managed IT; cybersecurity and thought leadership.

What sets RSM 360 apart?

"Our technology is the first to differentiate the experience for families that want a comprehensive ecosystem with an integrated solution."
Tony Wood

Product

Get an overview of what this software does.

Main tasks

Data Aggregation
Consolidated Reporting
Accounting
Portfolio Management
Risk Management

Top features

Access to Data
Transparency of Data
Ease of doing business
Single source of data
Alignment of multiple disciplines
Complex partnership tiering and allocation
Presentation of total wealth aggregation

Assets supported

Bankable assets
Private equity
Real estate
Rare collectibles (e.g. luxury cars, boats, high-value jewelry)

Compliance

GDPR

Whitelabel

Yes

Type Of Software

Serviced Software
SAAS
Fully Standalone

Security

SOC 1
SOC 2 certifications

Ecosystem

Microsoft

Integrations

25 API’s and are open to explore open integrations

Mobile App

No

Type of data

Transaction level data

Accuracy

Daily reconciliation with custodians

Custodians

500

Time to new custodian

2-5 days

Multi-currency

Set multiple base currencies
separate holding level p&l from currency p&/l based on transaction data

Cost structure

Percentage of overall fees

Average cost p.a.

Built into overall engagement cost

Category

Consolidated Reporting

Country

United States of America

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Simple solutions for complex times.