In this Risclarity-led session, joined by AgilLink, they shared the story behind InvestLink and the challenges it was built to solve. A key focus is connecting and automating investment data into the general ledger, reducing manual entry and strengthening tax preparation and holistic reporting. Together, their partnership delivers secure integration, custodian data aggregation, and comprehensive front-to-back efficiency for family wealth firms.
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FOX Technology Resource Partner Focus Group - BILL
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BILL (NYSE: BILL) is a leader in financial automation software for small and midsize businesses (SMBs). They are dedicated to automating the future of finance so businesses can thrive. Hundreds of thousands of businesses trust BILL solutions to manage financial workflows, including payables, receivables, and spend and expense management. Andrew Thomas, Strategic Account Executive | Family Office & Accounting Partnerships, BILL Kent Lawson, COO, FOX
Many affluent families assume their financial affairs and financial reporting are straightforward, yet they often involve complexities like multiple trusts and private equity investments. This can lead to frustration over the lack of comprehensive financial insights. While bookkeeping tracks financial inputs, it doesn’t provide strategic insights that true accounting offers.
FOX Technology Resource Partners act as both core and peripheral services and solutions for the community and membership including families, family offices, operating companies, and advisor organizations. FOX hosts a monthly meeting comprised of different thought leader specialists whose focus is in the areas of technology including software, data management, outsource services, advisors and consultants, and managed service providers. FOX membership is invited to learn and take a deep dive into our Tech Partner platforms, solutions, and services.
FOX Technology Resource Partner Focus Group – SumIt
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FOX Technology Resource Partners act as both core and peripheral services and solutions for the community and membership including families, family offices, operating companies, and advisor organizations. FOX hosts a monthly meeting comprised of different thought leader specialists whose focus is in the areas of technology including software, data management, outsource services, advisors and consultants, and managed service providers. FOX membership is invited to learn and take a deep dive into our Tech Partner platforms, solutions, and services. About SumIt
The Well-Prepared Family
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Whether you and your family split financial responsibilities or delegate them to one person, it is critical for your family members to have access to all your financial information. Use this guidebook created by Northern Trust to detail the location of important documents, accounts, and plans. Designed as a fillable and easy-to-update resource, it will guide your wealth planning discussions and help you gain an understanding of what you own and what you owe, develop a plan in case of an emergency, and understand how your wealth transfer plans will be fulfilled.
The objective of this session is to uncover if your family office’s accounting, investment performance and tax compliance systems are meeting your needs. We will explore opportunities to automate repetitive manual tasks, manage data, store documents efficiently and securely, confidently budget for investments in new technologies, and more. Mike Johnson, Partner, RSM Tony Wood, Family Office Leader, Principal, RSM This session also includes the Technology Showcase Snapshot: Masttro.
In today’s complicated business climate, is your accounting software helping you grow and compete—or holding you back? This guide will help you understand whether it’s time to make a move. You’ll discover:
The Hidden Costs of QuickBooks
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Most small businesses begin their financial lives using Intuit's QuickBooks, but if your business has moved beyond the entry level, your organization may be facing a number of challenges as you hit the limits of QuickBooks’ functionality. With the right framework and guidelines, you can assess the hidden costs of continuing to use QuickBooks along with the financial upside of switching to a modern financial management and accounting system.