2021 FOX Technology Showcase Partners and Champions
Premiere Partner
 | The Eton Solutions platform, AtlasFive®, is a game-changing, comprehensive enterprise management system for family offices. It is a cloud-native application suite which facilities end to end family office management and has capabilities that include entity management, data aggregation, investment reporting, general ledger accounting, partnership accounting, transaction initiation and document management. |
Executive Partners
 | Addepar is a wealth management platform that specializes in data aggregation, analytics and reporting for even the most complex investment portfolios. Founded in 2009 by Joe Lonsdale, who currently serves as an active Chairman of its Board of Directors and General Partner at 8VC, the company's platform aggregates portfolio, market and client data all in one place. It provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions. Addepar works with hundreds of leading financial advisors, family offices and large financial institutions that manage data for over $2.5 trillion of assets on the company's platform. In 2020, Addepar was named as a Forbes Fintech 50 company and honored as a member of the CB Insights Fintech 250. Addepar is headquartered in Silicon Valley and has offices in New York City and Salt Lake City. All brokerage services offered through Acervus Securities Inc., member FINRA / SIPC. |
 | Private Wealth Systems cloud-based platform provides account aggregation, multi-asset portfolio management, and client reporting software and services to family offices on 5 continents. A preferred provider to over 5 private banks and accounting firms, Private Wealth Systems has proven its ability to deliver data that is more accurate, more comprehensive, and more personalized than any other platform. |
 | Rockit® Solutions combines its technology, personalized client team, and time-tested processes to provide a tailored service for family office professionals and advisors. Comprehensive information regarding your accounts, transactions, investment managers, cash income, and more is efficiently reviewed with flexible reporting and customized dashboards. Our secure and innovative platform ensures data integrity while preserving the privacy and confidentiality of your information. Rockit’s Solution Suite® delivers end-to-end wealth information management including Data Aggregation, Reconciliation & Data Enrichment, Investment & Performance Reporting, Portfolio Accounting, Principal & Income Trust Accounting, and Partnership Accounting & Tax Services. |
 | Sage Intacct is the only and preferred provider of the AIPCA for cloud financial management. Specializing in helping a variety of Financial Services firms — including family offices, asset management firms, lending institutions, insurance carriers, real estate companies, and credit unions —Sage Intacct streamlines investments, capital, and reporting, while delivering real-time visibility into the metrics that matter. Our modern, native-cloud solution, with open APIs, gives Financial Services firms the connectivity, visibility, and efficiency they need to do more with less. At Sage Intacct, we help Financial Services firms maximize productivity and growth at scale. |
 | SEI Family Office Services delivers technology and outsourced services that support the accounting, investment management and reporting functions of family offices, private banks, private wealth advisors and alternative asset managers. Designed to help family offices and advisors to wealthy families better serve their ultra-high-net-worth clients, SEI’s award-winning Archway Platform℠ and high-touch outsourced services efficiently handle complex partnership, portfolio and corporate accounting alongside bill payment, investment management and multi-asset class data aggregation. As of March 31, 2021, SEI Family Office Services has $450 billion in assets on platform. For more information, visit seic.com/archway. Technology Demonstrations: Tuesday, June 15 at 12:30 pm and 2:00 pm, Wednesday, June 16 at 11:25 am and 2:00 pm User Group Roundtable: Wednesday, June 16 at 3:30 pm |
Classic Partners
 | Masttro is a global wealth technology platform delivering the most comprehensive and interactive views of total net worth. The platform provides a 360-degree view of net worth across all financial and non-financial assets, banking relationships, currencies, and ownership structures through an intuitive user experience protected by military-grade data privacy protocols. Masttro’s end-to-end technology adapts to any estate structure, regardless of size and complexity. The platform automates front to back office operations, allowing a family enterprise to scale with increased efficiency without infrastructure constraints. Today Masttro empowers hundreds of clients and wealth owners through single and multi-family offices, independent advisors, private banks, trust companies and institutional clients. Its global client footprint spans more than 24 countries with offices in North America, Europe, and Latin America. Given its deep heritage with family offices, Masttro’s mission is to bring ultimate control, transparency and peace of mind to wealth owners and their family enterprises. Technology Demonstrations: Tuesday, June 15 at 11:25 am, Wednesday, June 16 at 11:25 am, Thursday, June 17 at 11:25 am and 2:00 pm |
Champions
 | Backstop Solutions, an award-winning data and cloud-based technology provider, delivers the infrastructure and investment platform family office’s need to achieve operational excellence and meet long-term objectives. Our robust capabilities streamline portfolio, research, deal, and liquidity management in a single source of truth to strengthen your team’s ability to manage investments, investor relationships, portfolio performance, and conduct due diligence. Greater collaboration, productivity, and improved decision-making are achieved through complete transparency and visibility anywhere and anytime. |
 | The Black Diamond® Wealth Platform is an award-winning, cloud-native solution from SS&C Advent. Designed to meet the complex business needs of family offices and their high-net-worth clients, Black Diamond provides customizable performance reporting and intuitive dashboards with consolidated views of a family client relationship or household by household for multi-family offices. Features such as portfolio rebalancing, an immersive client portal, and seamless connections to a vast ecosystem of smart integrations help make it easy to deliver a sophisticated, modern client experience. Proactive, personalized attention from a dedicated service team further ensures that advisors receive access to an elite combination of technology and service. |
 | Northern Trust is a global financial services company with 3 primary businesses - a $600 billion wealth management business, a $1 trillion investment business and more than a $10 trillion asset administration business. We serve clients globally out of 60 locations in the US and offices in Europe, the Middle East and throughout Asia and Australia. Our Global Family Office practice sits at the middle of those 3 businesses and focuses on Northern Trust’s wealthiest of private clients and the family offices that serve them. Today, our practice supports nearly 500 families situated in 30 counties and administers nearly $500B in assets of which we manage or advise on nearly $100B. |
 | Trusted, credible advice begins with understanding your needs and concerns. RSM US LLP and RSM US Wealth Management LLC professionals provide single and multi-family offices with just that advice. Because your issues don’t exist in a vacuum, our advice doesn’t come from one. You will work with an integrated team of finance, tax, financial and succession planning professionals. We are devoted to first understanding your goals and the financial and personal issues that form them. We then work with you to develop comprehensive, tailored and streamlined solutions that address your full range of needs. RSM US LLP is an audit, tax, and consulting firm focused on the middle market in the United States and a member of the global accounting network RSM International. It is the fifth largest accounting firm in the United States, employing more than 11,000 across 86 cities nationwide and in Canada. |