FOX Technology Resource Partners act as both core and peripheral services and solutions for the community and membership including families, family offices, operating companies, and advisor organizations. FOX hosts a monthly meeting comprised of different thought leader specialists whose focus is in the areas of technology including software, data management, outsource services, advisors and consultants, and managed service providers. FOX membership is invited to learn and take a deep dive into our Tech Partner platforms, solutions, and services.
Family Office Technology Stack
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FOX Technology Resource Partners act as both core and peripheral services and solutions for the community and membership including families, family offices, operating companies, and advisor organizations. FOX hosts a monthly meeting comprised of different thought leader specialists whose focus is in the areas of technology including software, data management, outsource services, advisors and consultants, and managed service providers. FOX membership is invited to learn and take a deep dive into our Tech Partner platforms, solutions, and services.
FOX Technology Resource Partners act as both core and peripheral services and solutions for the community and membership including families, family offices, operating companies, and advisor organizations. FOX hosts a monthly meeting comprised of different thought leader specialists whose focus is in the areas of technology including software, data management, outsource services, advisors and consultants, and managed service providers. FOX membership is invited to learn and take a deep dive into our Tech Partner platforms, solutions, and services. About Summitas
Interview with CEO at Arch Labs
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Out of a need to address the administrative pain of managing the investment operations—specifically private investments—for a single-family office and multi-family office, Ryan Eisenman, CEO of Arch Labs, discusses how that need became a focus for starting his company. In this interview, Chris Mays talks with Ryan about how the Arch Labs platform is supporting family offices and their need for better financial reporting and management of investment updates, taxes, capital calls, and distributions.
FOX Technology Resource Partner Focus Group: Masttro
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FOX Technology Resource Partners act as both core and peripheral services and solutions for the community and membership including families, family offices, operating companies, and advisor organizations. FOX hosts a monthly meeting comprised of different thought leader specialists whose focus is in the areas of technology including software, data management, outsource services, advisors and consultants, and managed service providers. FOX membership is invited to learn and take a deep dive into our Tech Partner platforms, solutions, and services. About Masttro
FOX Technology Resource Partners act as both core and peripheral services and solutions for the community and membership including families, family offices, operating companies, and advisor organizations. FOX hosts a monthly meeting comprised of different thought leader specialists whose focus is in the areas of technology including software, data management, outsource services, advisors and consultants, and managed service providers. FOX membership is invited to learn and take a deep dive into our Tech Partner platforms, solutions, and services.
Evaluating Workforce Technology Vendors: A Guide to Choosing the Right Partner and Solution
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It’s a big job when it comes to choosing a technology platform to replace a platform that no longer meets your business needs and objectives. With a decision this important, you need to be confident that the new platform supports your multi-year benefits strategy, and that the vendor you select will meet your needs today—and in the future. To help with the selection process and evaluation, use these questions as outlined in the checklist provided.
FOX Technology Resource Partners act as both core and peripheral services and solutions for the community and membership including families, family offices, operating companies, and advisor organizations. FOX hosts a monthly meeting comprised of different thought leader specialists whose focus is in the areas of technology including software, data management, outsource services, advisors and consultants, and managed service providers. FOX membership is invited to learn and take a deep dive into our Tech Partner platforms, solutions, and services.
2024 FOX Winter Technology and Risk Management Days
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The FOX Winter Technology and Risk Management Days feature Technology and Risk Management Resource Partners presenting directly to the FOX membership. Join us to hear from a variety of risk management solutions in cyber, personal, and physical security as well as technology solutions in a combination of areas such as philanthropy, investing, accounting and more.
Technology within the family office and wealth management industry is changing rapidly. Software applications are changing how we will work and are delivering new ways to implement and integrate reporting, communication, and aggregation. Suppliers are learning from each other and teaching us how to approach and apply newer technologies. Take a glimpse into the future of family office technologies and ecosystems.