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 unrivalled insights and value.
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Support & Services
Learn what support and services you can expect
Support options
Dedicated contact, In person on site support, General contact mail or phone
Pricing of support
Free support
Onboarding
2-5 days
Customisation
Significant customization for all family office needs including but not limited to: security, aggregation, administration rights, etc.
Bespoke development
Significant customization for all family office needs including but not limited to: security, aggregation, administration rights, etc.
Added services
Tax advice, Data entry, Software development
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