FOX Virtual Winter Technology Day - January 20, 2022

Overview

Thursday, January 20, 2022 - 9:00am to 4:30pm

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.

Access Instructions

Virtual access instructions and link for the event will be emailed to registrants on 1/19/22.

 

Location

Virtual Event  --
United States
  • Agenda
  • Speakers

Thursday, January 20

All times listed are in U.S. Central time.
   
9:00 am

Addepar
As a technology leader in the family office industry, Addepar will present insights regarding the future of the platform and understanding of the trends in the family office space as a thought leader in the marketplace.

Presenters: Matt Saunders, Product Marketing Manager, Addepar
Susan McDermott, Senior Director, Client Engagement & Success Management - Family Office, Addepar
April Robinson, VP, Investment Operations, Pilot House

   
10:00 am

Eton Solutions 
Eton Solutions, AtlasFive and Leveraging Change to Reimagine Family Office Operations: The evolution of family office operations is being driven by how complexity is impacting staffing, services, and costs—which is now on a fast-track because of remote working—and the demands placed on the office around cybersecurity.  A Reimagined family office has tools to meet these challenges and increase a family office’s value.

Presenter: Rob Mallernee, CEO, Eton Solutions

   
11:00 am

RockIT Solutions  
Experience a fully interactive RockIT product demonstration.  Learn about our storied 20-year history and discuss our full service offering.  Observe the platform functionality, user views and reporting options that have made RockIT a one-stop solution for the world’s most complex family offices. 

Presenter: Peter Schatoff, Relationship Manager, Rockit Solutions

   
11:50 am Lunch Break
   
12:30 pm

Private Wealth Systems
Experience the new dashboards and reporting capabilities of Private Wealth Systems during this product demonstration. 

Presenter: Craig Pearson, CEO, Private Wealth Systems

   
1:30 pm

Sage Intacct 
See why Sage Intacct is widely regarded as the leader in financial management software for family offices by attending their product demonstration. 

Presenter: Walter Hicks, Industry Principal, Solution Consulting, Sage Intacct

   
2:30 pm SEI

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
Chris Rose, Sales Director, SEI Family Office Services

   
3:30 pm

Masttro 
Witness a demonstration of Masttro’s revolutionary platform with a family focus. 

Presenters: Padman Perumal, CEO, Masttro Americas
Lucy Millard, Executive Director, Head of Solutions Engineering Team, Masttro Americas

   
4:30 pm Technology Day Concludes
   
  This program does not offer CPE credit. 
   

 

 

 

Premiere Partner


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.


 

Executive Partners


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.


Classic Partners
 


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.