2017 Financial Executives Forum - Technology Demonstration Providers and Forum Exhibitors

Thank you to our Technology Demonstration Providers and Forum Exhibitors!

	Complex Interests Organize and visualize complex legal and financial relationships amongst people, entities, assets, and obligations; manage the "institutional memory" for the family office How much focus does your office spend on operational risk? Operational risk is the risk created from not having full visibility into each and every legal and financial relationship that impacts the family. How strong a handle do you have concerning the structures, assets, debts, and documents associated with family real estate holdings, operating companies, investments in private companies, and intra-party and third-party loans? How about family insurance policies, collectibles, and other family personal holdings? If there were a death in the family, would you be confident that everything could be accounted for and would be titled and transferred as intended or do you just assume this is the case? If you are insecure concerning any of these questions, your family office faces operational risk and the losses and costs associated with such risk are unforced errors because unlike with investment risk, operational risk can be managed down to zero with the proper diligence and effort. We call the diligence and effort involved in reducing operational risk stewardship, and family offices that engage in stewardship use Complex Interests’ software. Read More
	Dynamo Software Award-winning client management, investment research, performance tracking, and reporting SaaS solutions for single and multi-family offices Dynamo Software provides investment management SaaS solutions specifically developed for single and multi-family offices. Dynamo™ enables you to identify the best investments and fund managers, provide more time to analyze your portfolio, and keep your clients happy. Read More
	ETON Solutions Integrated enterprise management system that includes data aggregation, investment reporting, general ledger accounting and transaction initiation combined with integrated document management and retention and a CRM ETON Solutions provides a highly secure Software as a Service system that was built by a multi-family office specifically for family offices. An integrated enterprise management system offering a full suite of CRM, data aggregation, investment reporting, general ledger accounting and transaction initiation combined with integrated document management and retention. The system is unique in that it is built on a single database and a proprietary flexible, role based, workflow process engine. See the solution in action demonstrating cradle-to-grave transaction processing with the power of a system enforced process. Read More
	FundCount Integrated accounting, investment management and reporting software 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 powerful reporting – lets you meet the needs of even the most cost-conscious and information-demanding families. In our session, we’ll give you an overview of FundCount’s power for the family office. Read More
	Intacct Multi-entity cloud financial software with real-time consolidation for family offices Intacct for single and multi-family offices will demonstrate how customers have taken consolidation times down from hundreds of hours to just minutes. Multiple entities are now fundamental to the acquisition, protection, and disposal of assets. This demonstration will show a real-time dashboard consolidating data from tens of entities, incorporating both financial and operational data. Read More
	iPaladin Digital family office knowledge platform that securely connects families and advisors to improve management and transparency iPaladin^® is a digital family office knowledge platform that securely connects families and advisors across generations to improve management and transparency now and for tomorrow’s successors. Today’s families and advisors struggle to manage and track multiple wealth-related entities, critical documents, workflow and compliance, all of which are scattered between multiple offices, email, calendars, spreadsheets and other systems. The next generation will not be able to aggregate these disparate pieces. iPaladin ends this struggle by giving family members and family office professionals access to what they need, when they need by ensuring that everything is completed within a comprehensive, chronological and truly fiduciary record. The aggregated record infuses each generation’s knowledge into the next. iPaladin transforms the family office to digital efficiency and higher strategic value for families, as well as for their network of trusted advisors. Read More
	Private Client Resources Data aggregation, integration and reporting for UHNW clients PCR will be discussing and demonstrating our TotalWealthViews™ platform which is designed to leverage our UHNW Data Solutions and deliver unmatched state-of-the-art client reporting, advanced advisor analytics and the enterprise integration of other relevant products. PCR has unique capabilities that enable us to aggregate even the hardest to consolidate UHNW wealth - manual or automated - and enrich this data in ways that matter to your clients. We do this by supporting complex multi-generational wealth ownership structures and customized composites to analyze data. Read More
	SEI Archway Fully-integrated accounting, investment management and reporting solution Designed to efficiently handle complex partnership, portfolio and corporate accounting alongside bill payment, multi-asset class data aggregation and performance reporting, SEI Archway’s proprietary technology platform is fully capable of connecting complex accounting, investment management and reporting functions within family offices and financial institutions through a single, integrated technology offering. Read More
	Solovis Multi-asset class, multi-currency portfolio management, analytics and investment reporting platform for family offices Solovis is the first true multi-asset class, multi-currency portfolio management, analytics and investment reporting platform built specifically for single and multi-family offices. Solovis is a true data aggregation platform, handling all asset classes from public equities to private capital, direct investments, real estate and real assets. Solovis empowers you to model and track sophisticated portfolio allocation hierarchies, including multiple families, partnerships and trusts. Track, analyze and chart your performance, exposure, liquidity and cash flow projections in a single platform for both internal and external reporting. Read More
	SS&C GlobeOp Accounting, partnership and reporting solutions for family offices in a changing environment SS&C’s Private Capital Group provides family offices a complete investment, partnership and general ledger accounting and reporting solution. The co-source model provides family offices technology and services for family offices including a co-source model that is a collaborative partnership between your internal team and the Private Capital team. The ability to customize the solution around your family office strengths and needs results in more freedom for your staff to focus on high-value activities. Read More
	Trusted Family Secure online family, shareholder, and board websites and document management solutions for family businesses and family offices Join our presentation to learn how creating your own secure online platform can enhance your communications and keep everybody aligned and informed through technology. Trusted Family provides secure online family, shareholder, and board websites and document management solutions coupled with family expertise for multigenerational family businesses and family offices. We work with the world’s leading families, their offices and their advisors globally. Our online platform is secure, centralized and accessible from wherever you are - on your desktop, iPhone, and iPad. Read More
Exhibitors
	HWA International has been providing trust accounting software since 1977. Revzon Consulting has been providing consulting and back office outsourcing services to the trust industry since 1997. Take advantage of our experience and innovations to build integrations with all of your related software platforms. Read More