FOX Technology Resource Partner Focus Group - KnowLedger

Overview

Tuesday, Sep 23, 2025 - 01:30pm
Tuesday, Sep 23, 2025 - 02:30pm

Please join us on Thursday, September 23, from 1:30 pm to 2:30 pm CT, for a live interactive webcast with our subject matter expert and FOX Partner, KnowLedger.

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.


Please click on the Register button below to sign up for this webcast. A replay of this webcast will be available to members approximately three weeks after airing.

You may contact the Events Team with any questions at events@familyoffice.com
 

Region
Location
Virtual
    Speakers

    Ryan Kerry, CEO, KnowLedger
    Ryan Kerry
    CEO, KnowLedger

    Ryan began his career in the investment technology space in the late 1990s with Advent software after an introduction to the industry as a bond trader at Mellon Bank. He joined Advent and progressed through roles of increasing breadth and complexity beginning in consulting, and advancing to consulting manager, customer engineering, data conversion, and Advent University. With that experience and his client-focused acumen, Ryan was promoted to the role of overseeing the services side of Advent's lead application, APX (then called Axys 4.0).

    Ryan then joined a large Advent client, SEI, in a leadership role managing their Advent outsourcing solution segment which processed data for over 40 banks hosting and running Advent solutions for some of the largest banks in the industry. With this experience managing complex data and client service teams, Ryan chose to leave servicing larger organizations and start his own business, Accusource, which focused on the client space he had become partial to, family offices, and registered investment advisors (RIAs).

    The vision of Accusource was to provide white glove, high touch, outsourcing options for clients using Advent products. Its reputation as a unique outsourcing option for bespoke needs attracted many family offices and complex RIAs. Accusource was sold to another outsourcing specialist in Feb 2020.

    KnowLedger was spun off as a separate entity as Accusource was being sold. It was developed and launched as an application inside of Accusource to streamline and translate custodial and other investment data into journal entries to post into clients' accounting systems. Ryan is the CEO of KnowLedger.

    Ryan lives north of Philadelphia with his wife and two teenage daughters, and when he’s not running around with his daughters, he can be found following his other passion, bicycling.