Resource Search

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.

The team from Nines shared how the world's most complex households simplify life at home. You'll hear real stories of families, family offices and private service professionals who've created accountability, continuity and a sense of calm with the right structures in place, and why improving estate management offers an opportunity to make life easier for families on a daily basis.

Essential innovation for your Family Office Tech Stack As families become more tech-savvy, their expectations for transparency, real-time access, and seamless service are rapidly increasing. Modern solutions are streamlining complex workflows, integrating data from multiple sources, and empowering offices to focus on strategy rather than manual tasks. Innovation in family office technology is no longer optional – it’s essential. Brittany von Czoernig, Director of Sales, WealthHub

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.

With the sprint to include AI in all systems, hear from three providers about their already existing AI aspects of their environments. Robert (Rob) Mallernee, CEO, Eton Solutions Kathy Kang, Product Manager, SumIt Software Dan Kutner, Head of Sales, North America, Masttro

Learn why finding the right partner is a game changer when it comes to tech selection. Chris Dickson, National Senior Manager, Family Office Enterprise Advisory, RSM John B. Stewart, Partner & Co-Lead of Family Office Industry, Armanino Erin Hulse, Founder & CEO, Deviate Consulting

Learn the truth about most failed implementations and how to prepare your team to successfully manage the process. Kent Lawson, Chief Operating Officer and Technology SME for Membership, FOX

Real life discussion with family offices who have gone through core technology implementations in the past year. Jaimie Kostiuk, Vice President, Finance & Operations, Investment Group of Santa Barbara Deanna Koehly, Chinquapin Trust Company Joe Kauten, CFO, Chinquapin Trust Company Moderator: Kent Lawson, Chief Operating Officer and Technology SME for Membership, FOX

Discover the crucial needs around privacy and risk as AI becomes imbedded in the Family Offices of Tomorrow. Bryan Rhody, Partner, Advisory, Technology Solutions Group, BPM Bill Rouse, Director, Advisory, Technology Solutions Group, Family Office Industry Specialist, BPM Angela Thomas, Sr. Manager, Advisory, Technology Solutions Group & Sage Intacct Practice Leader, BPM