Join a live demo to see how FundCount resolves all your family office consolidation and partnership reporting issues. In just minutes, you’ll see how complex structures and varied asset classes and accounts across multiple data sources are transformed into clear, accurate reporting and streamlined operations. Ashley Whittaker, President of Global Sales, FundCount Kent Lawson, COO, FOX
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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.
Visions & Voices for Family Offices: How Technology is Revolutionizing Private Wealth Management
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In this episode of Visions and Voices, Armanino's John Stewart joins Simran Kang from MyFO to explore the future of family office technology. Together, they discuss the challenges family offices face, like outdated tools (such as spreadsheets) and the lack of comprehensive data aggregation systems. They also dive into MyFO’s mission to simplify financial management through intuitive, user-focused technology. Key topics include:
Knowledger is a technology tool that efficiently moves data from a custodian source, housing the data, and creates all the journal entries into your general ledger. Knowledger provides a digital solution to manage the massive amount of data to be entered into a firm’s general ledger, making this process considerably faster. The firm therefore doesn’t need staff for this task, nor do they need to outsource it, as the technology provides quicker and more accurate results.
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 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
While IT functions are playing a central role in today’s digital transformation, their future is uncertain with public cloud, everything-as-a-service (XaaS), AI, and other advancements making new demands of IT leaders and their teams. Looking at the challenges and impact of six trends on IT’s mission and value proposition in an AI-enabled world, it’s clear that a leap forward with digital transformation is required if IT wants to be a driving force behind the successful integration and application of technology to build innovative, resilient, sustainable, data-driven organizations.
Is Your Family Office Reaching Its Full Potential?
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Family offices continue to be the preferred way for ultra-high net worth individuals and families to manage assets and to support the goals and legacy of their family. But with more than 14,000 family offices across the globe facing new challenges and complexities, raising concerns about whether their operating model is providing the transparency and efficiency needed to be successful today while being flexible for tomorrow.
Technology providers need to facilitate access to all Investment data. Sitting at the confluence of a multitude data providers your technology solutions need to have the capacity to manage data. Flexibility and access to data is critical and it empowers the family office to view and analyze their total wealth in any way they want, whenever they want. Things to consider…