•  
• Tweet
•  
•  
•        Print
•  
•        Email
•  
•         Track Keywords

FamilySight® is a cloud-based solution that helps family offices with transparency, access, and control of their critical financial information across entities, portfolios and stakeholders. From automated reporting and real-time investment performance tracking to secure document sharing and customizable dashboards, FamilySight® enables clients to streamline operations, enhance transparency and reduce manual effort.

The Sage Intacct Marketplace is a curated platform of cloud-native and cloud-connected solutions that integrate with Sage Intacct's financial software. With the addition of FamilySight®, the Marketplace now offers family offices their first-ever industry-specific, all-in-one solution, reinforcing RSM's commitment to delivering cutting-edge tools that address the evolving needs of wealth management and multi-generational families.

"The addition of RSM's FamilySight® to the Sage Intacct Marketplace is a powerful example of how our partner ecosystem delivers innovation tailored to industry needs. This integration gives family office clients greater control, clarity and confidence in their financial data, enhancing decision-making and streamlining operations. By combining deep domain expertise with cloud-native technology, we're helping our customers scale at pace, while enabling collaborators like RSM to reach new audiences, deepen client relationships and differentiate through value-added services within the Sage partner ecosystem," said Pat Schlicht, global leader, Sage Partner Network.