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RSM

RSM Family Office Dashboard

Category
Consolidated Reporting
HQ
United States of America

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.”

Key Company Info

Have a look at the company, clients and references to learn whether this is a match for you.

Company

Facts about the company

Employees

500+

Revenue

$2.4B

Founded

1926

Ownership

Owned by management
Key staff also have ownership

Incorporated

United States

Locations

120+
Botswana
Australia
India
Austria
France
Georgia
Germany
Ukraine
United Kingdom
Argentina
Bolivia
Brazil

Top 5 Markets

Brazil
Hong Kong
Singapore
United States
United Kingdom

Clients

Facts about the clients

Focus

Single family offices

Serves also

Multi family offices
UHNWIs

Number

505 SFO
34 MFO

References

Available on request

Request References

Product

Get an overview of what this software does.

The basics

Basics about the product

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

Download Detailed Feature List
Technology

Look under the hood

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

Reporting-specific features

They handle reporting like this

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

Pricing & Co

Learn about the commercials

Cost structure

Percentage of overall fees

Average cost p.a.

Built into overall engagement cost

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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