In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Ryan Kerry, CEO of Knowledger, to explore one of the biggest challenges facing family offices today — connecting investment data to the general ledger. Ryan shares his journey from founding Accusource to building Knowledger and dives into practical insights on outsourcing strategy, vendor selection, and the trade-offs between all-in-one and best-of-breed technology. He also unpacks the complexities of data aggregat...
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In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Ryan Kerry, CEO of Knowledger, to explore one of the biggest challenges facing family offices today — connecting investment data to the general ledger. Ryan shares his journey from founding Accusource to building Knowledger and dives into practical insights on outsourcing strategy, vendor selection, and the trade-offs between all-in-one and best-of-breed technology. He also unpacks the complexities of data aggregat...
Modernizing Family Offices: Data, AI & the Path Forward | Chris Dickson, RSM US LLP Family Office Advisory
The WealthTech Podcast
51 minutes
3 months ago
Modernizing Family Offices: Data, AI & the Path Forward | Chris Dickson, RSM US LLP Family Office Advisory
In this episode of The WealthTech Podcast, host Mark Wickersham talks with Chris Dickson, National Senior Manager at RSM Family Office Enterprise Advisory. We dive deep into how family offices can evolve their data, technology, and operating models for the modern age. 🎯 Chris shares a front-line perspective on: Why family offices must treat data as infrastructure, not just reportingHow to modernize legacy systems without losing institutional knowledgeWhere AI fits into the data conversation—a...
The WealthTech Podcast
In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Ryan Kerry, CEO of Knowledger, to explore one of the biggest challenges facing family offices today — connecting investment data to the general ledger. Ryan shares his journey from founding Accusource to building Knowledger and dives into practical insights on outsourcing strategy, vendor selection, and the trade-offs between all-in-one and best-of-breed technology. He also unpacks the complexities of data aggregat...
