Resource Partners - Technology Management

Founded in 1999 and headquartered in Barbados from 2022, with subsidiaries in Canada, Signapore, UAE, USA and offices in Boston, Toronto, Singapore, and Dubai, FundCount provides fully integrated accounting, general ledger, partnership and investment analysis software. Learn More

Global Guardian protects and delivers employees and families from political, environmental, and bad actor threats around the world. We provide clients access to a 24/7 Global Operations Center, staffed with highly skilled former military, special forces, federal agency and law enforcement professionals. Learn More

KnowLedger is a middleware SaaS solution that provides automation of the Investment Book of Records (portfolio accounting and investment reporting solutions) into the Accounting Book of Records (ERP/GL solutions). Learn More

leafplanner collects, organizes and connects the disparate parts of life in a unique leafplan to serve as a roadmap for a family. By identifying, aggregating, and communicating the intricacies of a family enterprise with family members and advisors, leafplanner enables families to apply a holistic perspective to their communication, decision-making, and education. In addition to identifying blind spots and educating family members and... Learn More

Established in 2010 by technologists & wealth management experts, Masttro provides a wealth platform to consolidate, visualize and report on complex, multi-asset wealth across borders, currencies and legal structures. With a unique ability to consolidate both liquid and illiquid holdings - from traditional financial assets to alternative investments, operating businesses, real estate, collectibles and other alternative assets. Ma... Learn More

Pinnacle Fund Services provides customized portfolio and investor performance across multiple investment structures including full outsourcing of back-office functionality. Learn More

Drawing upon our decades of combined experience in family wealth accounting and consolidated performance reporting, we partner with our clients to develop personalized solutions to address potential gaps or limitations in existing reporting systems. Learn More

Sage Intacct is the leading cloud-based accounting and financial management solution designed to meet the unique needs of family offices. Some of the benefits of working with us include: · Powerful Multi-Entity Management · Real-time Customizable Reports & Dashboards · Secure Access Thr... Learn More

Founded in Denver, CO in 2011, Security Pursuit provides cybersecurity services that help organizations protect their business-critical information systems and data. We help secure the networks, websites, and operations of private businesses, wealth managers, retailers, banks and credit unions, airports, healthcare providers, energy suppliers, and state and local governments internationally. Learn More

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