RSM Launches FamilySight® – First End-to-End Family Office Solution on Sage Intacct® Marketplace

About FamilySight® by RSM

RSM US LLP, a leading provider of assurance, tax, and consulting services for the middle market, has launched FamilySight®, a pioneering solution designed specifically for family offices, now available on the Sage Intacct® Marketplace. This novel platform is the first of its kind to offer an end-to-end solution tailored to the unique needs of family offices through Sage Intacct's financial management ecosystem. FamilySight® is engineered to enhance transparency, provide comprehensive access, and offer robust control over critical financial information across various entities, portfolios, and stakeholders.

The development of FamilySight® addresses the evolving challenges faced by family offices in managing complex financial landscapes. By leveraging cloud-based technology, the platform delivers automated reporting, real-time investment performance tracking, and secure document sharing capabilities. These features are complemented by customizable dashboards, empowering family offices to streamline operations, improve transparency, and significantly reduce manual processes.

FamilySight® is part of RSM's broader commitment to digital innovation and client-centric solutions. It offers family offices unparalleled access and control over financial data, facilitating efficient data utilization that drives decision-making and collaborative engagement. As family offices seek more sophisticated solutions to manage their financial operations, FamilySight® presents itself as a transformative tool, helping them navigate the complexities of wealth management and multi-generational asset oversight.

Key Features Overview

FamilySight® is a comprehensive cloud-based solution designed to meet the specific needs of family offices. It provides a cohesive platform for managing financial data with enhanced transparency and control, offering a robust value proposition by automating complex workflows and improving operational efficiency.

Key Features

- Automated Financial Reporting

- Real-Time Investment Performance Tracking

- Secure Document Sharing

- Customizable Dashboards

- Multi-Entity Financial Management

- Portfolio Management Tools

- Enhanced Data Security Protocols

- Cloud-Based Access Anywhere, Anytime

- Integration with Sage Intacct Financial Software

Use Cases Overview

FamilySight® is designed for a range of implementation scenarios, including single and multi-family offices, as well as private banks and wealth managers. It optimizes financial workflows, enhances data accuracy, and streamlines reporting processes, thus supporting strategic decision-making and operational improvements.

Use Cases

- Automate Portfolio Reporting for Quarterly Family Meetings

- Streamline Multi-Entity Financial Consolidations

- Enhance Real-Time Investment Monitoring

- Facilitate Secure Document Exchange Among Stakeholders

- Customize Dashboards for Tailored Financial Insights

Integrations Overview

FamilySight® offers broad integration capabilities, connecting seamlessly with Sage Intacct's financial software. It supports API availability and data connectivity, allowing family offices to integrate with a wide ecosystem of financial and operational platforms.

Integrations

- Sage Intacct Financial Management

- Integration with Major Banks

- Connectivity with Investment Platforms

- API Support for Custom Integrations

- Partner Ecosystem within Sage Intacct Marketplace

In summary, RSM's FamilySight® provides family offices with a powerful tool to manage their financial operations more efficiently. By integrating into the Sage Intacct Marketplace, it offers a comprehensive, cloud-based solution that enhances operational transparency and streamlines complex financial processes. Family offices now have a robust platform that aligns with their unique needs, enabling them to leverage technology for better financial control and strategic decision-making.