Addepar is an investment management technology company empowering investors and advisors to navigate the increasingly complex world of finance. The platform is built to allow our clients to operate more efficiently, freeing them up to spend more time on what matters most: investment analysis, building trusted relationships, and growing their businesses.

 

Archway offers industry leading technology via an integrated general ledger, investment management and reporting platform. Learn how firms manage back-office operations, aggregate data and deliver client reporting via web-enabled enterprise software and mobile technology.

 

Cogency provides Partnership Accounting and Portfolio Management software optimized for multi-asset class portfolios that are heavily weighted in alternative investments. In our sessions today we will highlight allocations, entity mapping and basic reporting along with select Backstop functions.

 

The Dynamo™ presentation will showcase the Cloud platform’s features for streamlining single and multi-family offices’ investment operations. Dynamo™ provides solutions for business development, investment research management, due diligence, portfolio tracking and analysis, and reporting.

 

External IT is the leading provider of secure cloud solutions to financial services firms including RIAs, aggregators, broker-dealers, asset managers and family offices. External IT enables financial professionals to leverage their technology by bringing together a firm’s entire IT infrastructure including applications, data and information into a fully managed, secure and compliant workspace. Our solution enables firms to embrace the future while managing risks and satisfying regulatory mandates. To learn more, visit www.externalit.com.  

 

FundCount's powerful accounting, investment management and performance software delivers operational efficiency and insight for family office professionals. Integrated investment, partnership and general ledger accounting—together with a powerful report writer—lets you meet the needs of even the most cost-conscious and information-demanding families. In our session, we’ll give you a sense of FundCount’s power for the family office.

 

To help you make informed strategic decisions, enhance your productivity and streamline day-to-day financial management, Wealth Passport puts advanced software tools all in one convenient place.

 

PCR is at the forefront of how wealth managers and their clients collaborate. We deliver a unique data management and client communication solution to firms that provide wealth management services to ultra-high-net-worth private clients. We aggregate and enhance thousands of sources of asset and liability data daily for wealth managers, enabling them to analyze, integrate, understand and communicate powerful new insights to their clients. Our solutions address critical concerns related to data security, family wealth dispersion and the availability of accurate and timely insight into allocations and performance versus goals. Wealth managers are able to provide easy-to-understand information and insights — all delivered securely online to a client’s device of choice, such as a tablet or smartphone.

 

Solovis is the first multi-asset class portfolio management and reporting solution for family offices, foundations, endowments, pensions, OCIOs. Specifically designed and built for the multi asset class style of asset management, Solovis is a flexible, robust platform created to generate detailed analysis and dynamic data modeling across multiple portfolios and pools of capital for actionable, transparent reports that empower investors spanning the front to back office.

 

SS&C offers a co-sourced operations solution for family offices, foundations and endowments. SS&C’s Private Capital Platform is a hybrid of software and services that offers collaboration between your organization and us. This results in a single investment, financial and partnership accounting solution focused on critical reporting such as investment activity, cash management, performance, financials, risk and advanced analytics. Our solution incorporates operational components for workflow/task management, maker/checker controls, document management and electronic forms.

 

Driven by safe, highly secure and easy-to-use technology, Trusted Family’s proprietary, online platform is a powerful tool that keeps family members connected. It allows for the sharing of family news, videos, documents and links, as well as the storage of family history and archives. It also provides the ability to send secure messages and organize meetings, events and gatherings—all on your desktop, laptop, mobile phone or tablet.