2022 FOX Technology Showcase, Day Two Recap

Date: Jun 16 2022

Erin Hulse


Erin Hulse is the Founder of Deviate Consulting, LLC, which focuses on accounting, software consulting and selection for family offices, investment advisors, hedge funds, fund administrators and small businesses throughout the world. Software focus includes multiple investment accounting, portfolio accounting and wealth management suites prominent in the industry.

Learn More About Deviate Consulting →


Daily Review of the FOX Technology Showcase is prepared in partnership by Erin Hulse of Deviate Consulting, a FOX Technology Resource Partner, and by Kent Lawson of FOX.

Welcome to Day 2


Presentation – Addepar – Tech & Data: How Investors Will Move Forward

Ashby Monk – Head of Research

The team at Addepar is dedicated to improving client investment and financial decision-making through data, analytics, and technology.

    • Family offices increasingly rely on Addepar to proactively manage their portfolios and risk
    • Addepar helps family offices model and analyze future portfolio outcomes under various market conditions with their Navigator too
    • They believe the research, data and models employed can improve long-term portfolio performance
    • The platform aggregates portfolio, market, and client data all in one place
    • Provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions
    • Works with hundreds of leading financial advisors, family offices and large financial institutions that manage data for over $2.5 trillion of assets on the company's platform


Technology Showcase Snapshot: Entole

Christian Grupp – Co-Founder and CEO

Digital command center that provides centralized governance and a secure repository for assets and legal entities.

    • The Command Center is a modular, interoperable system, enabling the many systems used in the Family Office and Private Wealth industries to be unified to a central location.
    • Provides automation and frictionless collaboration among wealth owners and trusted advisors.
    • Unifying the many systems together allows a “best-of-breed” approach, offering the choice of the best technology for each offices' needs.
    • Allows family offices and trusted advisors to easily integrate the latest technology into their ecosystem without redoing their entire technological infrastructure.
    • Integrates visibility and actionability from a unified location for wealth owners and trusted advisors.
    • Builds trust and stronger relationships, which enables faster and higher quality decision making.
    • Wealth owners and trusted advisors easily initiate workflows and approve activities spanning their entire ecosystem from a unified location

Demonstration Review

Company Name: Private Wealth Systems

Craig Pearson - CEO

  • Private Wealth Systems' cloud based consolidated investment reporting software platform provides:
      • Account aggregation
      • Portfolio management
      • Client reporting to family offices on 5 continents
      • PWS is a preferred provider to several of the top global private banks and accounting firms
      • The platform has proven to deliver a level of data accuracy, flexibility, and personalization that is unmatched throughout the industry.
      • Proven data accuracy for an unbiased, independent, source of truth
      • Personalized reporting so you see your data the way you want
      • Comprehensive and accurate analysis of all your assets leads to a consolidated view of your financial health
      • Security controls ensure the highest data privacy in the industry


Presentation - Sage Intacct - Evolving with Technology in the Family Office Space

Karen Hays, Marketing Principal

Kelly Gonyea, Principal Solution Consultant

    • Focusing on the challenges that family offices are facing today
    • How to maximize insight into financials
    • Using AI and machine learning technology, Sage Intacct can offer to help streamline:
      • Multi-entity management
      • Data security
      • Transaction automation
      • Finance Priorities
        • Cybersecurity
        • Talent
        • AI and ML
    • 21% have already adopted AI in finance
    • 50% likely to adopt in the next year
    • 95% consider AI, strategy and roadmap in vendor selection
    • Dimensional reporting is a unique feature of Sage Intacct – very powerful
    • Actionable insights allow you to predict, recommend and analyze
    • Look to the future with predictive analytics like:
      • Trend lines
      • Clusters
      • Forecasts
      • Reference lines and outliers
      • GL outlier assistant is a very powerful tool within Sage


Technology Showcase Snapshot: Arch

Ryan Eisenman

    • What is Arch?
      • The digital admin for private investments
      • Manage alternatives data efficiently and effectively
      • One platform v hundreds of data sources
      • One daily digest v hundreds of emails
      • Automated data checks v manual data rec
      • Digital tax list v decentralized tax process
      • Digital reporting + integrations v manual reporting
    • Single portal for all stakeholders:
      • Advisors
      • Operations
      • Investment team
      • Accountants
      • Attorneys
    • Trusted manager of investment information across notable clientele such as:
      • Family offices
      • Investment advisors
      • UHNW clients
      • Fund Administrators



Demonstration Review

Company Name: Sage  Intacct

Walter Hicks

  • Sage Intacct is the only and preferred provider of the AIPCA for cloud financial management.
      • Specializing in:
        • Helping a variety of Financial Services firms including:
          •  Single and multi-family offices
          • Asset management firms
          • Lending institutions
          • Insurance carriers
          • Real estate companies
          • Credit unions
      • Sage Intacct streamlines investments, capital, and reporting, while delivering real-time visibility into the metrics that matter
      • Modern, native-cloud solution, with open APIs, gives family offices and other financial services customers the connectivity, visibility, and efficiency they need to do more with less
      • Sage Intacct allows family offices to maximize productivity and growth at scale
      • Gartner: Sage Intacct received the highest score in Core financials for the lower midsize enterprises use case in Gartner’s critical capabilities report in 2021
      • G2: Sage Intacct has the highest customer satisfaction score for multiple accounting categories on G2, a leading business software review platform.
      • Capabilities include
        • AP/AR
        • Allocations management
        • Cash management
        • Dimensional G/L
        • Fixed Assets
        • Fund Accounting
        • Grant Tracking and Billing
        • Inventory Management
        • Multi-entity & Global Consolidations
        • Purchasing
        • Reporting and Dashboards
        • Revenue Recognition
        • Spend Management
        • Time & Expense Management
        • Vendor Payment Services


Demonstration Review

Company Name: Masttro

Lucy Millard

Allie Sprinkle

    • Masttro provides wealth owners and family enterprises with a 360-degree view of net worth across:
      • All financial and non-financial assets
      • Banking relationships
      • Currencies
      • Ownership structures
    • End-to -end technology adapts to any estate structure, regardless of size and complexity
      • Allows a family enterprise to scale with increased efficiency without infrastructure constraints
    • Masttro provides:
      • Intuitive, client-centric user experience
      • Automated front-to-back-office operations
      • Global data aggregation, portfolio analytics and reporting
      • General ledger and accounting functionalities
      • Holistic view of net worth
      • Estate and trust management
      • Houses all assets including alternatives and passion assets
      • Document management
      • White-glove onboarding and service
      • 24/7 Monitoring and alerting
      • AI powered automation
      • Family communication portal
      • Military grade security


We will continue to review each day of the Technology Showcase and present as best as possible


* Please note that multiple Demonstration Session and multiple Roundtable sessions were occurring simultaneously.  Each day’s reviews only include 1 Demonstration and 1 Roundtable session as the reviewer could not attend more than one simultaneous session at a time.