Welcome to PRISM - Home of plan sponsor solutions
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- info@rmcglobalsoft.com
Every family office faces its own set of challenges including investment management, managing vendors, keeping track of important documents, reporting to family members and boards and staying on top of various initiatives such as that creating a new trust and much more.
Far too often, valuable time is spent on time-consuming manual tasks like data collection, finding a document and creating a report just to name a few.
PRISM has the tools to help family offices accomplish their mission while maintaining rigorous control over data, security and information. Automation and customization tools customize and simplify processes, governance, reporting and analytics.
Family offices allocate to various funds and have direct investments
PRISM allows the capture of investment information from all types of investments including mutual funds, CITs, ETFs, hedge funds, private equity, private credit and real estate. PRISM understands that the information for a private equity fund (e.g. commitment, capital calls, distributions) is different than the information captured for a CIT and is structured to capture relevant information for that investment type.
PRISM is like having extra hands
PRISM combines all of the tools you need in one flexible, user-friendly platform to more effectively use available resources and to focus on the value-added activities.
PRISM can be an integral part of a family office to help manage oversight activities, investment tracking, document management and more all in a cost-effective solution.
PRISM’s extensive document management capabilities will make it easy to store and retrieve important document such as the family vision and charter, governance documents, investment management agreements, statements and any other type of document necessary.
PRISM has extensive tools to help automate data collection, document uploads, report generation and compliance. Dashboards help to see any investment that is violating compliance rules and those that are close to violations to allow for potential action before the violation occurs.
Quickly and easily see and compare actual asset allocation with policy allocations. View any investment manager/fund. Conduct extensive analytics with an easy-to-use wizard on any investment, any benchmark over any time period including rolling time periods. Scenario analysis and portfolio optimizations are also available.
PRISM runs on Microsoft’s Azure cloud platform. It is available 24/7 with a 99.9% uptime from any device anywhere in the world with an internet connection. Cybersecurity, data integrity and other security measures are an integral part of the system.