PartnerSight®: Tax technology solutions

FATCA reporting service

RSM’s automated FATCA reporting review services combine experience and technology in a validation process that ensures investors receive accurate and timely tax forms—including Forms W-8 and W-9—critical for financial services partnerships.

Fund-of-funds dashboard

Funds of funds are notorious for receiving large amounts of data close to the regulatory deadlines. PartnerSight can efficiently digest this data using automated processes and present underlying Schedule K-1 tracking in real time.

Hedge fund module

PartnerSight offers Internal Revenue Code section 704(c) aggregation with break periods to allocate taxable gains and losses. The complexity of these allocations impact hedge funds and funds of funds that have a diversified portfolio of investments, such as stocks, bonds and derivatives.

Investor portal

RSM’s investor portal is a secure cloud-based platform used for electronic distribution of financial documents, including investor K-1 packages. By integrating directly with PartnerSight, it simplifies document distribution and offers secure access anytime from anywhere.

Operating partnerships module

PartnerSight simplifies the complex allocations under section 704(c) with respect to property that has built-in gains or losses. These types of allocations become especially challenging for real estate and open-ended funds that have an extensive investment portfolio.

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State tax module

Dynamically apportion, allocate direct source income, and calculate your state source income and associated nonresident withholding and composite tax liabilities. All of this information, including payments, tiers through your business structure and is reported to your investors concurrently with your K-1 and K-3 data.

TRαDE securities analysis application

RSM's tax reporting and alpha discovery engine analyzes common book-tax adjustments associated with the trading of securities in a singular, integrated algorithm, which resolves overlapping, and sometimes ambiguous, code sections.

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