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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.

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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