How AV’s integrated accounting and investment performance technology is trusted by hundreds of clients to run their Family Office like a business. With clear vision, firm control, and a lasting legacy. Chirag Nanavati will present the reasons why customers bet on Asset Vantage and how we are establishing a solid presence in North America. We will highlight our product USPs and core features via a product demo and customer on-boarding stories. This will be followed by a twenty-minute Q&A session.
Family Office Technology Stack
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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
This session will explore best practices for navigating the technology selection process, including how to leverage RFPs (Requests for Proposals) to make informed decisions and streamline outsourcing preparation. Learn about leading platforms, tools, and solutions that can enhance performance, improve reporting, and support strategic goals. Join us for practical insights, real-world examples, and expert guidance on how to approach technology adoption and outsourcing for maximum impact.
Maximizing Your NetSuite Investment
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When businesses reach the limitations of basic accounting solutions and outgrow their systems, there are often operational inefficiencies that drain resources and limit growth potential. What once worked perfectly now creates bottlenecks. Reports that should take minutes can require days of manual work. Teams operating in silos may be working with conflicting information. These growing pains aren’t just frustrating—they directly impact your bottom line and ability to scale.
Navigating the complexities of financial management can be overwhelming for family offices without the right systems in place. From consolidating data across entities to ensuring accurate and real-time reporting, the demands can often feel unmanageable. With Sage Intacct, family offices gain a powerful platform designed to address these challenges head-on. This ultimate guide explains how Sage Intacct delivers enhanced financial transparency, simplified multi-entity consolidation, and improved reporting capabilities.
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 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. About Summitas
Interview with CEO at Arch Labs
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Out of a need to address the administrative pain of managing the investment operations—specifically private investments—for a single-family office and multi-family office, Ryan Eisenman, CEO of Arch Labs, discusses how that need became a focus for starting his company. In this interview, Chris Mays talks with Ryan about how the Arch Labs platform is supporting family offices and their need for better financial reporting and management of investment updates, taxes, capital calls, and distributions.