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Technology Showcase Snapshot: Deviate Consulting Erin Hulse, Owner, Deviate Consulting

Addepar’s Head of Research Ashby Monk and Head of Research Analytics Dan Golosovker are part of a larger team at Addepar dedicated to improving client investment and financial decision-making through data, analytics and technology. In this session, you’ll learn how family offices increasingly rely on our technology and data today to proactively manage their portfolios and risk. We’re also helping family offices model and analyze future portfolio outcomes under various market conditions with our Navigator tool.

This fireside chat will focus on the challenges that family offices are facing today and how to maximize insight into financials. We will identify solutions that Sage Intacct can offer to help streamline your multi-entity management, data security, and transaction automation with artificial intelligence and machine learning technology. Karen M. Hays, Principal Marketing Manager, Financial Services, Sage Kelly Gonyea, Principal Consultant, Financial Services, Sage

Burdened by manual, routine, and inefficient processes, your high-value employees are left doing low-value work. Not because they are poor performers; ironically, quite the opposite is true— they are extremely efficient at executing inefficient processes. But, what would their output be if you were to streamline and automate these processes? Imagine if your most valuable, senior employees could be strategic and proactive—if the humans were empowered to do human work. Robert E. Mallernee, CEO, Eton Solutions

The objective of this session is to uncover if your family office’s accounting, investment performance and tax compliance systems are meeting your needs. We will explore opportunities to automate repetitive manual tasks, manage data, store documents efficiently and securely, confidently budget for investments in new technologies, and more. Mike Johnson, Partner, RSM Tony Wood, Family Office Leader, Principal, RSM This session also includes the Technology Showcase Snapshot: Masttro.