All times listed are in U.S. Central time.
The FOX Winter Virtual Technology Day is an event during which our Technology Resource Partners will present directly to the FOX membership on the exciting technologies dominating the Family Office space. FOX resource partners will showcase a combination of Thought Leadership Presentations, Panel Discussions, and Solution Demonstrations to give members a thorough and current understanding of the many advancements available to optimize their offices.
Who Should Attend
The FOX Winter Virtual Technology Day is open to all FOX members and included with your membership.
Virtual access instructions and link for the event will be emailed to registrants on 1/19/22.
Not a FOX Member? Inquire here to request an invitation to this event:
Thursday, January 20
|All times listed are in U.S. Central time.|
Presenters: Matt Saunders, Product Marketing Manager, Addepar
Presenter: Rob Mallernee, CEO, Eton Solutions
Presenter: Peter Schatoff, Relationship Manager, Rockit Solutions
|11:50 am||Lunch Break|
Private Wealth Systems
Presenter: Craig Pearson, CEO, Private Wealth Systems
Presenter: Walter Hicks, Industry Principal, Solution Consulting, Sage Intacct
Connecting families, advisors and solutions has never been more important than it is today. Join SEI to discover how your family office can build an intricate ecosystem of technology and award-winning, tech-driven services—from the Archway Platform℠ and its accounting, investment data aggregation and reporting tools to digital client portal technology, portfolio analytics capabilities, hosting services and a future of bold innovation.
Presenters: Paul Freeland, Managing Director, SEI Family Office Services
Presenters: Padman Perumal, CEO, Masttro Americas
|4:30 pm||Technology Day Concludes|
|This program does not offer CPE credit.|
The Eton Solutions platform, AtlasFive®, is a game-changing, comprehensive enterprise management system for family offices. It is a cloud-native application suite which facilities end to end family office management and has capabilities that include entity management, data aggregation, investment reporting, general ledger accounting, partnership accounting, transaction initiation and document management.
Addepar is a wealth management platform that specializes in data aggregation, analytics and reporting for even the most complex investment portfolios. Founded in 2009 by Joe Lonsdale, who currently serves as an active Chairman of its Board of Directors and General Partner at 8VC, the company's platform aggregates portfolio, market and client data all in one place. It provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions. Addepar works with hundreds of leading financial advisors, family offices and large financial institutions that manage data for over $2.5 trillion of assets on the company's platform. In 2020, Addepar was named as a Forbes Fintech 50 company and honored as a member of the CB Insights Fintech 250. Addepar is headquartered in Silicon Valley and has offices in New York City and Salt Lake City. All brokerage services offered through Acervus Securities Inc., member FINRA / SIPC.
Private Wealth Systems cloud-based platform provides account aggregation, multi-asset portfolio management, and client reporting software and services to family offices on 5 continents. A preferred provider to over 5 private banks and accounting firms, Private Wealth Systems has proven its ability to deliver data that is more accurate, more comprehensive, and more personalized than any other platform.
Rockit® Solutions combines its technology, personalized client team, and time-tested processes to provide a tailored service for family office professionals and advisors. Comprehensive information regarding your accounts, transactions, investment managers, cash income, and more is efficiently reviewed with flexible reporting and customized dashboards. Our secure and innovative platform ensures data integrity while preserving the privacy and confidentiality of your information.
Rockit’s Solution Suite® delivers end-to-end wealth information management including Data Aggregation, Reconciliation & Data Enrichment, Investment & Performance Reporting, Portfolio Accounting, Principal & Income Trust Accounting, and Partnership Accounting & Tax Services.
Sage Intacct is the only and preferred provider of the AIPCA for cloud financial management. Specializing in helping a variety of Financial Services firms — including family offices, asset management firms, lending institutions, insurance carriers, real estate companies, and credit unions —Sage Intacct streamlines investments, capital, and reporting, while delivering real-time visibility into the metrics that matter.
Our modern, native-cloud solution, with open APIs, gives Financial Services firms the connectivity, visibility, and efficiency they need to do more with less. At Sage Intacct, we help Financial Services firms maximize productivity and growth at scale.
|SEI Family Office Services delivers technology and outsourced services that support the accounting, investment management and reporting functions of family offices, private banks, private wealth advisors and alternative asset managers. Designed to help family offices and advisors to wealthy families better serve their ultra-high-net-worth clients, SEI’s award-winning Archway Platform℠ and high-touch outsourced services efficiently handle complex partnership, portfolio and corporate accounting alongside bill payment, investment management and multi-asset class data aggregation. As of March 31, 2021, SEI Family Office Services has $450 billion in assets on platform. For more information, visit seic.com/archway.|
|Masttro is a global wealth technology platform delivering the most comprehensive and interactive views of total net worth. The platform provides a 360-degree view of net worth across all financial and non-financial assets, banking relationships, currencies, and ownership structures through an intuitive user experience protected by military-grade data privacy protocols. Masttro’s end-to-end technology adapts to any estate structure, regardless of size and complexity. The platform automates front to back office operations, allowing a family enterprise to scale with increased efficiency without infrastructure constraints. Today Masttro empowers hundreds of clients and wealth owners through single and multi-family offices, independent advisors, private banks, trust companies and institutional clients. Its global client footprint spans more than 24 countries with offices in North America, Europe, and Latin America. Given its deep heritage with family offices, Masttro’s mission is to bring ultimate control, transparency and peace of mind to wealth owners and their family enterprises.|