Full Episode is available on our members podcast: Listen Here
Show Summary
Cori Rodda moderates a conversation with Vyzer and Asseta. They explore how new platforms are reshaping family office technology. The conversation covers multi-entity reporting, moving beyond QuickBooks, API flexibility, bill pay, and partnership accounting. We look at how AI is streamlining reconciliations and insights, the importance of security and privacy, and whether families are ready for adoption.
Cori Rodda, President, FWO Accounting & Consulting
Cori is a CPA and the founder of FWO Accounting. She specializes in family office accounting and operations, with previous roles at PwC and SEI Family Office Services.
Vyzer
Represented by Litan Yahav, Co-Founder & CEO
Vyzer is an AI-powered wealth-tech platform built for high-net-worth individuals and their advisors to simplify, track, and optimize complex private wealth portfolios. It transforms fragmented financial data into actionable insights through a holistic, digital-first experience. Vyzer offers a comprehensive financial dashboard, automated tracking for traditional and alternative investments, advanced cash flow planning, and document analysis.
Asseta AI
Represented by Dean Palmiter, CEO & Founder
Asseta AI is an, all-in-one platform for family offices, replacing spreadsheets and disconnected tools. It handles general ledger, accounting, bill pay, banking, consolidations, document management, investment performance, data aggregation, reconciliation, and analytics. Its built-in AI adapts to your workflow to streamline multi-entity financial management.See the show page here
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Two Platforms Shaping the Future of Family Office Tech
Show Summary
In this episode, Michael Perez moderates a focused discussion with two innovative tech providers—Advyzon and Mantle—who are helping family offices modernize their approach to investment reporting, client communications, and private fund operations.
You’ll hear how each platform is tackling long-standing inefficiencies with smarter infrastructure, end-to-end automation, and tools built specifically for the complexities of UHNW clients and family offices.
About the Moderator
Michael Perez
Managing Director, Family Office Practice, F2 Strategy
With over 25 years of experience in wealth management and family office consulting, Michael leads F2 Strategy’s Family Office Practice. He has held senior roles at Grant Thornton LLP, Fiduciary Trust International, and Chase Private Banking, and now advises family offices on digital transformation, operations, and technology strategy.
Featured Platforms
🔹 Advyzon
Guest: Kartik Srinivasan, President, Advyzon International
Advyzon offers a fully integrated platform for wealth managers and family offices—combining performance reporting, portfolio management, CRM, billing, trading, client portals, and more. Their latest solution, Auria, is built to handle complex UHNW client structures, including entity management, alternative investments, and fractional ownership.
🔹 Mantle
Guest: Amar Varma, Co-Founder & CEO
Mantle is a purpose-built platform for Limited Partners managing private fund investments. Designed for family offices and institutional investors, it replaces spreadsheets and legacy systems with modern, automated workflows. Mantle enhances transparency, control, and efficiency across private market data and documentation.
See detailed show notes here
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The Larry Kraus Family Office Tech-NEW-logy Institute - Live Seminar Program, in Collaboration with FOTechHub.
Show Summary - Recorded May 6, 2025
Dr. Tania Neild interviews TMG, Arch, and Elysys—three powerful platforms supporting family offices with IT infrastructure, private investment data, and portfolio accounting.
Moderator
Dr. Tania Neild, CTO & Owner, InfoGrate
Tania is a leading expert in data integration and secure tech infrastructure for family offices. She helps transform fragmented data into actionable intelligence, drawing on 20+ years of experience and a PhD in engineering.
Featured Platforms & Speakers
🔹 TMG – Christopher Tepper, Family Office Practice Manager
TMG provides managed IT strategy, support, and cybersecurity services tailored for family offices.
🔹 Elysys – Max Wattel, Managing Director
Elysys offers enterprise-grade portfolio management and accounting, built on Microsoft Dynamics 365.
🔹 Arch – Ryan Eisenman, Co-Founder & CEOArch is a digital admin platform for private investments, replacing spreadsheets with real-time, structured data.
See detailed show notes here
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Full Episode is available on our members podcast: Listen Here
A live panel from our November 2024 Virtual Tech & Ops Conference featuring three Single Family Offices sharing how they’ve successfully integrated their tech stacks to support both investment and finance teams—without compromise. This session explores current tech trends, lessons learned, and strategies for maximizing system performance.
The panel features:Moderator: Theresa Clarkson, Solutions Architect, InfoGrate Wealth.
• Danielle Klimek, Controller, Marron Capital• Brad Sacks, President, BS Global Investments• Jake Beinecke, VP, Antaeus Enterprises, Inc.
See a detailed discussion summary here.
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Link to the full episode: Listen Here
Detailed show summary available on the Episode Page
Interview Date: February 25, 2025
Moderator: Paul Freeland (Partner, Family Enterprise, PwC US)
Guests:
About the Moderator
Paul Freeland is a Family Enterprise Partner at PwC with over 25 years of experience in the fintech industry. He leads PwC's Wealth Compass managed service, focusing on the technology and reporting needs of family offices and ultra-high-net-worth individuals. Paul specializes in long-term planning, asset aggregation, and partnership administration for family investment pools.
Truewind, based in San Francisco, develops an AI-powered accounting platform that automates routine tasks and streamlines monthly close processes with top-tier data security. Its AI agents handle data categorization, documentation, and client follow-ups, freeing accountants to focus on strategic work.Trusted by firms like EisnerAmper and fast-growing companies such as Wefunder and Mozart Data, Truewind is backed by industry leaders including Thomson Reuters Ventures, Y Combinator, and Fin Capital.
LemonEdge is a next-generation fund accounting, management and reporting software for private markets. Our state-of-the-art accounting engine is purpose-built for private markets firms battling complexity and searching for efficiency. With event-driven transactions, multi-ledger management and process automation, it makes the complex, simple and the time-consuming, efficient. Say goodbye to multi-entry, multi-ledger bookkeeping and countless offline processes and hello to the future of fund accounting.
Join us for our monthly live Tech-NEW-logy sessions: FOTechHub.com. For questions or connections, email us at info@fotechhub.com.
CORRECTION: FOTechHub Demo Day is scheduled for Tuesday, 20 May (registration will be available soon on our website).
Link to the full episode:Listen Here
Detailed show summary available on the Episode Page
Interview Date: January 23, 2025
Moderator: Gemma Leddy – Partner, PKF O’Connor Davies Family OfficeGuests:
About the Moderator
Gemma Leddy is Partner in Charge at PKF O'Connor Davies Family Office. Gemma leads the award-winning Family Office practice, delivering financial management, tax, and advisory services to ultra-high-net-worth clients. With her experience as a CFO and CPA partner, she has supported family offices, investment firms, nonprofits, and other industries, including art and real estate.
Tamarind Learning provides a wealth education platform designed for affluent adult learners (18+), covering essential topics like financial literacy, investing, trusts, tax, estate planning, and stewardship to equip learners with the knowledge to manage wealth responsibly.
Foundation Source simplifies private foundation management with comprehensive support services, enhancing philanthropic impact for families, individuals, and advisors.
Join us for our monthly live Tech-NEW-logy sessions: FOTechHub.com. For questions or connections, email us at info@fotechhub.com.
Recorded live at our November 2024 Virtual Tech & Ops Conference, this panel delves into how digitization is transforming life for family offices and UHNW advisors. The discussion covers AI's role in private investment access and management, and how technology is reshaping the future of fund structures versus direct investments.
The panel was moderated by Danielle Roseman, MD, Co-Head at Lazard Family Office Services. Daniells panelists were:
Joe Larizza, MD, Data Solutions, iCapital John Jennings, President & Chief Strategist, St. Louis Trust & Family Office Paul Williams, SVP, Product Lead for Alternative Fund Services, Northern Trust
Full Episode is available on our members podcast: Listen Here FOTechHub.com
Full Episode is available on our members podcast : Listen Here
A live panel from our November 2024 Virtual Tech & Ops Conference covering how outsourced family office providers approach selecting and implementing technology to meet client needs, reduce risks, drive transformation, and gain leadership buy-in. It also touches on balancing cost and innovation to ensure success for both their firms and their clients.
The panel was moderated by Michael G. Perez, MD, from the Family Office Practice at F2 Strategy. Michael's panelists were:
Full Episode: Listen Here
See Detailed Show Summary on the Episode Page
Interview Date: December 19, 2024
Moderator: Erin Hulse (Founder & CEO, Deviate Consulting)
Guests:
About the Moderator
Moderated by Erin Hulse, founder of Deviate Consulting, a software consulting firm specializing in family offices. Erin brings extensive experience in accounting, software implementation, and private wealth.
AltExchange simplifies alternative investment reporting with automated data aggregation and enhanced transparency, recently acquired by iCapital to advance its data management capabilities.
Fi-Tek Wealth Solutions offers Rockit® Command, a technology platform originally built by the Rockefellers, streamlining multi-generational family office operations and providing comprehensive reporting solutions.
Join us for our monthly live Tech-NEW-logy sessions: FOTechHub.com. For questions or connections, email us at info@fotechhub.com.
Summary:
(03:48) Speaker introductions
(05:15) RockIt Command Overview: developed by the Rockefellers for family office needs, and its evolution after Fi-Tek's acquisition in 2016
(09:18) Modularization and integration with Fi-Tek's wider wealth platform
(12:19) Implementation challenges: collaboration and co-sourcing
(17:26) Modularization trends and challenges with legacy general ledger systems in family office tech
(20:28) Data Integration for RIAs and family offices, including alternative investment support
(30:11) AltExchange: founding, interoperability, and leveraging AI
(33:55) AltExchange Differentiators
(41:59) iCapital Acquisition: insights into AltExchange’s integration with iCapital for post-investment reporting capabilities
(47:58) Pricing Models
(56:10) Future Roadmaps
Full Episode is available on our members podcast : Listen Here
Join our network at FOTechHub.com
A live panel from our November 2024 Virtual Tech & Ops Conference discussing AI adoption in family offices, with practical use cases, challenges, and insights from leading industries.
This panel explored AI adoption trends in family office operations, covering practical use cases, challenges, and strategies for implementation. It also drew insights from industries at the forefront of AI adoption.
Moderated by:
Tania Neild, CTO & Owner, InfoGrate
Panellists:
Yoni Malchi, MD, AI & Data Solutions Consulting, World Wide Technology
Amy Freidinger, Chief Operating Officer, Tao Capital Partners Tim Macherone, COO, Shade Tree Advisors
Neil D'Anniballe, Principal, Manager, Private Client Systems, Brown Advisory
Summary
00:30 Part 1: Tania Neild & Yoni Malchi
03:15 AI's Evolution: Differentiating traditional machine learning from generative AI, which rose with ChatGPT in 2022.
6:30 Security & Data: Securing gen AI, addressing risks of public data training, and methods like fine-tuning and RAG for proprietary data.
10:40 Applications & Limits: AI's growing but limited ability to process data tasks like balance sheets and general ledgers; improvements in GPT-40's table and diagram processing.
12:50 Security Tips: Virtual private clouds vs on-premises solutions, and guardrails to prevent bias, data leaks, and prompt injection.
15:00 Part 2: Discussion of practical use cases
16:00 Panelists: Amy (single-family office, 30 employees), Tim (multifamily office, 60 employees), and Neil (large organization, 1,000 employees). Three AI Strategies: Co-Pilot; private ChatGPT; integrating AI through the FO’s main operating system.
17:20 AI Use Cases: project management, document handling, bill payments, investment research, presentations, and legal reviews.
18:05 Neil: Built an AI-powered research hub for investment insights and client queries. Focused on adoption through easy wins, with success measured by usage and reduced inquiries.
23:03 Amy: Automated alternative statements processing, saving time and improving efficiency in the spirit of "progress over perfection". Future plans: integrate AI into general ledger and streamline cash management.
28:17 Tim: Automated custodial statement processing with 96% accuracy, reducing time from 8 to 1.5 minutes per statement. Tackled challenges with capital account statements and focused on high-impact tasks.
33:16 Bill Payments: Amy’s team automated OCR-based bill payments, simplifying workflows and improving accuracy.
36:46 Legal Reviews: Tim’s AI analyzed and summarized legal documents efficiently, indexing 500,000+ documents for better data access.
41:55 Project Management: Neil automated tagging and migration of documents into Box, linking them with Salesforce. Amy used Monday.com and Co-Pilot for CRM projects, meeting notes, and task summaries.
46:58 Change Management: Incremental adoption of AI recording/transcription tools in sensitive settings improved engagement and action tracking. Engage employees to design and adopt new roles with technology.
50:12 Benchmarks: Tim’s AI integrated external benchmark data with internal systems, automating repetitive monthly tasks.
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Next Tech-NEW-logy programme, 19 December - Register here
Live seminars by FOTechHub in collaboration with the Larry Kraus Family Office Tech-NEW-logy Institute.In this episode, Shaun Parkin - Founder, Hall Road Investments - interviews:
Private Wealth Systems - offering financial reporting and data aggregation for family offices - represented by Charlie Brown, Director of Sales.
Arqa AI - providers of AI-based tools for investment management and risk assessment in family offices - represented by Haik Sahakyan, Co-Founder & CEO.
Episode page: Tech-NEW-logy Institute: Shaun Parkin Interviews Private Wealth Systems & Arqa AI | FOTechHub
Join our virtual family office tech & ops annual conference, 19-20 November:FOTechHub Second Annual Tech & Ops Conference (ringcentral.com)
Show Summary:
00:00 – Introductions
04:16 – Sean’s opening remarks
05:55 – Haik & Arqa AI: focus on automating data entry and aggregation (capital calls, k1s, custodial statements, etc)
07:26 – Charlie & PWS: data consolidation, reconciliation and analytics
08:22 – Data challenges, complexities of onboarding tech, automating data handling, master investment book of record
12:06 – Data accuracy and efficiency, errors in custodial feeds
16:38 – Resource limitations in family offices, power users and outsourced back office
24:00 – Client feedback on ai tools: not just for data extraction but also portfolio rebalancing; document management
30:04 – Arqa and PWS in the ecosystem
Arqa: focus on investment and operational workflowsPWS: data management platform integrating with other systems
39:11 – Global client demand
47:58 – Pricing models and ranges
52:59 – Data security and privacy
58:19 – Closing remarks
FOTechHub in collaboration with the Larry Kraus Family Office Tech-NEW-logy Institute:
Tania Neild of InfoGrate interviews:
BlackCloak- a holistic cybersecurity platform, safeguarding executives’ personal and financial data, and protecting corporate assets without invading personal lives.
Abacus - a global IT and Cybersecurity provider, offering specialized services for the financial sector through its abacusFlex platform, ensuring secure and compliant scalability.
Copia - a real-time portfolio management platform for diverse asset classes, enhancing “Assets Under Intelligence™” with a team experienced in creating top applications, building fast-growing companies, and developing complex enterprise software.
The discussion will introduce these companies and their services, and focus on the impact and future implications of the 7/19 CrowdStrike incident on cybersecurity practices for family offices. Show Summary
00:05 - Introductions
06:34 - Chris Pierson and BlackCloak overview
09:13 - Michael Sikorsky and Copia overview
11:41 - Paul Ponzeka and Abacus overview
14:00 - Explanation of EDR (Endpoint Detection and Response) tools and their role in cybersecurity. Comparison with traditional antivirus software
19:11 - What happened with the CrowdStrike incident? Strategies for protecting client endpoints; diversifying security tools to mitigate single points of failure
26:20 - Implications of the CrowdStrike incident for family offices; Importance of multi-layered defense approach, including EDR, MFA, and email security; prioritizing prevention, backup, business continuity and rapid recovery plans
33:00 - Sentinel One vs CrowdStrike
39:51 - Recommendations for how family offices should handle communication during incidents
47:46 - Balancing the urgency of releasing security patches with the risk of issues like the CrowdStrike incident
50:14 - Some of the most common attacks targeting wealthy individuals and family offices (scams, fraud, malware infections, account compromises, etc)
This is a special episode in the tax track for the Larry Kraus Institute’s family office community. It is a recording of a virtual program presented on June 26th titled: Ransomware: What Family Offices Need To Know, If And When Data Is Compromised.
The moderator was Tony Gebely, CEO of Annapurna Cybersecurity Advisors. The panelists were David Sun who leads the cybersecurity incident response and computer forensic services for CohnReznick and Annmarie Giblin, Partner in the Global Cybersecurity and Privacy Group at Norton Rose Fulbright.
The video from this program can now be viewed on www.myfotech.net
The FOTechHub podcast is a collaboration with Phil Strassler's Larry Kraus Family Office Tax & Tech-NEW-Logy institute.
If you like this discussion please follow us or join our network through fotechhub.com to be invited to future virtual and in-person events.
00:05 - Introductions
06:05 - Evolution of ransomware attacks, from encrypting systems to data exfiltration
13:11 - Legal implications and requirements, notifying authorities and regulatory scrutiny
27:39 - 27:39 - Cybersecurity measures and proactive approach: EDR (endpoint detection response), MFA (multi-factor authentication), testing, analysis, monitoring and training
52:28 - Cyber insurance and ransomware coverage, different types of insurance, limitations
FOTechHub in collaboration with the Larry Kraus Family Office Tech-NEW-logy Institute: Natasha Pearl interviews Way2B1 - a platform that streamlines life management for families, and Nines - a household management platform.
FOTechHub in collaboration with the Larry Kraus Family Office Tech-NEW-logy Institute: Jon Carroll discusses various aspects with live audience polling, including investments in technology, innovation, automation, integration, AI, business continuity planning, and tools for supporting operations and data security.
Jon also interviews Eton Solutions, an integrated accounting platform leveraging generative AI for its Eton GPT tool, and Summitas, a secure, flexible collaboration tool for wealth management.
FOTechHub in collaboration with the Larry Kraus Family Office Tech-NEW-logy Institute: Michael Perez Interviews Collation.AI and SumIt Michael Perez from F2 Strategy interviews Collation.AI - a data aggregation and reporting platform and SumIt - a new generation general ledger. Both startups leveraged our My Family Office Tech & Ops Conference in November 2023 as a launchpad to introduce themselves.
01:00 - Introductions
05:55 - Founder's journey: Alex
08:40 - Founder's journey: Tanmai
10:50 - Markets covered
12:35 - Relevant metrics: speed to market and time saved
16:30 - Client base and characteristics
23:20 - Value prop & use cases
23:50 - Alex: simple & sophisticated accounting: access, visualisation, consolidation & integrations
26:25 - Tanmai: aspirin for your data headaches & consistency problems
29:40 - Room for improvement?
32:45 - Extracting information from PDFs
38:15 - Competition
41:45 - Workflow capabilities
45:10 - Migrating data from Quickbooks
47:20 - What’s next on the roadmap
50:00 - Pricing
51:30 - Implementation timescales
FOTechHub & the Larry Kraus Family Office Tech-NEW-Logy Institute present: Efrat Avigdor, a Family Office Advisor, interviews Luminary and K1x. This program focuses on managing and visualizing trust & estate strategies, and AI automation software for K-1s, K-3s and 990s.
Published on 29 December 2023
As we wave goodbye to 2023, let’s take a look at some of the most interesting recent developments in family office tech - new products, integrations, partnerships, funding news and a flurry of activity in the alts space! Our news bulletin might've taken a little longer to reach you, all thanks to our smashing virtual conference that received rave reviews! (Check out the highlights here) But worry not, we’re not idly scrolling through news feeds—we're knee-deep in plans for 2024!
In this post:
#Accelex #Addepar #Alkymi #Altoo AG #Amplify Advisory Solutions #Arch #Canoe #Deviate Consulting #Eton Solutions #FactSet #Forest Systems #Foundation Source #iCapital #IQ-EQ #K1x #Ledgex #Maestro FS #Mirador #PBI #Performativ #SS&C Advent #SS&C Black Diamond #TIFIN #Trove
If we missed anything or you have suggestions, email info@myfotech.net
Welcome to the inaugural episode of FOTechHub Podcast, where we delve into the world of technology solutions for modern family offices.
This interview is brought to you by FOTechHub and Phil Strassler from the esteemed Larry Kraus Tech-New-Logy Institute.
For over two years, the Tech-New-Logy Institute has been paving the way, and now, FOTechHub is expanding its horizons to reach a wider audience. Our aim, guided by top technology consultants, is to introduce cutting-edge tech solutions tailored for today's family offices.
In our latest episode, Andy Fox engages in insightful interviews with Trusted Family - communications and governance solution for families, boards and shareholders, and RSM - cloud-based tech platform centralizing data for family offices.