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 Together, they discuss the challenges family offices face, like outdated tools (such as spreadsheets) and the lack of comprehensive data aggregation systems.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:
Technology Integration
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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
Different Points of View from Tech Selection Consulting | 2025 FOX Technology and Risk Management Showcase
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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
Avoid Failed Implementations Through Change Management | 2025 FOX Technology and Risk Management Showcase
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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
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.
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.
According to the Digital Transformation Survey of 550 executives, 93% of business leaders are investing more in technology, but only 27% say their technology is fully aligned with business goals. While almost everyone is investing in technology initiatives, the resulting technology is often ill-suited to meet business needs. To fix that disconnect, companies must approach their tech strategy with discipline where AI, blockchain, quantum, and other digital transformation initiatives are in alignment customer needs that can convert technology investments into revenue growth.
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.