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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