Southeast Technology Regional Summit
Overview
The FOX Technology Regionals feature Technology Resource Partners presenting directly to the FOX membership. Join us in any or all of five different regions to hear from a variety of technology solutions in a combination of areas such as philanthropy, investing, accounting and more.
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.
Hosted by Bank of America Private Bank
Agenda
FAQs
FOX Southeast Technology Regional Summit Frequently Asked Questions
How many vendors will I have an opportunity to meet during the event?
Each technology regional summit will have six technology providers speaking for one hour each.
Will breakfast and lunch be available?
Yes. Our hosts will be providing breakfast and lunch for all attendees.
Are there other technology regional events scheduled?
Technology regional summits will be held in the following: Midwest, Northeast, Southeast, South and West.
Host
Our host is Bank of America.
Technology Presenters
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As a top 25 accounting and consulting firm in the nation, Armanino specializes in providing tailored solutions for Family Offices and their portfolio companies. With deep industry expertise, we serve as trusted strategic partners, offering a comprehensive range of services designed to meet the unique needs of Family Offices. Our dedicated team goes beyond responsiveness to deliver personalized guidance in areas such as cutting-edge... Learn More |
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Advyzon provides comprehensive, intuitive, cloud-based wealth management technology and investment management services for wealth managers and registered investment advisors (RIAs)... Learn More |
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SEI’s Family Office Services segment delivers technology and outsourced services that connect and power the accounting, investment management, and reporting functions of family offices and family office divisions of financial intermediaries. Designed to streamline family office operations and deliver advanced financial reporting for ultra-high-net-worth families, SEI’s award-winning Archway Platform℠ and high-touch outsourced services... Learn More |
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With over 100 years of combined knowledge, WealthHub brings together the industry’s best and brightest to deliver an exceptional, cohesive system that can’t be found elsewhere. Our team consists of internationally renowned experts offering insight garnered from the world of technology, trust administration, finance and business management. Contact us to learn more about our intuitive solutions for automating and streamlining... Learn More |