RSM Family Office Dashboard
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
