| Eton Solutions is a software and services company founded to handle the complexities of servicing ultra-high net worth families. Created by family office leaders, Eton Solutions’ flagship product is AtlasFive®, an integrated platform with over $425 billion in assets under administration that holistically aggregates and manages all your office’s data, reporting, and workflow processes. A purpose-built ERP system to manage the complexities of family offices, AtlasFive is the only comprehensive technology platform that seamlessly connects all data, services, and stakeholders within family offices. AtlasFive allows single and multi-family offices to adopt lean business practices, eliminate spreadsheets and manual work processes, and accurately report on activities and data anywhere and anytime, freeing offices to concentrate more time and resources on delivering higher-value advisory services to families. With one source of truth, Eton Solutions leads family offices into the future by maximizing efficiency and minimizing errors and risk. |
| GeniusX is a technology company, bringing innovation to personal growth and development. GeniusX created Retreat VR to transform education and prove the effectiveness of immersive learning in virtual reality environments. Retreat VR is the first virtual reality app that immerses users in courses that improve life and overall wellness. Boasting a growing catalog of personal growth and development courses, Retreat is revolutionizing the education through fully immersive VR approach. Currently available for download through select stores, the Retreat app will be unveiled to the public in December 2022. The app immerses users in masterfully designed virtual worlds, where they can browse and select courses focused on self-improvement and personal development. The app highlights the instructors, the story behind the inspiration for course, and outlines the learning process for each one of the courses in a new and exciting way. “Research shows that students in VR are four times more focused than their peers in a traditional classroom environment,” added Janicki. “The potential for immersive technology to transform education is huge, and we are excited to be on the forefront.” Retreat VR brings custom curated content to learn tangible real-world skills by offering a wide variety of courses from Art & Creativity, Career & Entrepreneurship, Financial Well Being to Holistic Wellness, Mindset and Relationships through an innovative, technology-forward virtual reality system. The Retreat VR interactive platform was created and developed by immersive technology company GeniusX. The app is currently available for download through Meta AppLabs and SideQuest. Some of the more popular courses include: True Well Being by Nicholas Pratley, Discover Your Purpose by Evan Carmichael, Therapour Mannequins by Leila Parnian, Your Magikal Life by Mia Magik, How To Write And Publish Your Story by Kary Oberbrunner, Modern Nirvana Course, Sah D’Simone Course or Spiritverse Course, Mona Sharma, Dr. Michael Breus on Better Sleep. |
| Giving Place is a software solution for optimizing family charitable giving. We offer a single portal for all giving vehicles -- cash, donor advised funds (DAFs)/community foundations and private foundations -- plus reporting, forecasting and other analytics for a family's complete giving. We remove the burden of administering charitable gifts, freeing donors to focus on the who and why they want to give, making philanthropy a more enjoyable experience for the whole family. We have found that most family offices are managing complex and large-scale philanthropy in disconnected spreadsheets and the limited solutions in the marketplace were either specific to DAFs or private foundations and did not integrate both. We knew we could do better. |
| Masttro provides wealth owners and family enterprises with a 360-degree view of net worth across all financial and non-financial assets, banking relationships, currencies, and ownership structures through an intuitive, client-centric user experience. 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. Masttro features global data aggregation, portfolio analytics and reporting, general ledger and accounting functionalities that are core to the successful operation of a family office. |
| Private Wealth Systems 's cloud based consolidated investment reporting software platform provides account aggregation, portfolio management, and client reporting to family offices on 5 continents. As a preferred provider to several of the top global private banks and accounting firms our platform has proven to deliver a level of data accuracy, flexibility, and personalization that is unmatched throughout the industry. |
| RSM's cloud-based, customizable, secure platform crystalizes a family office's entire ecosystem. With technology scaled to match the complexity of your family office, FamilySight helps manage a comprehensive list of operational components and uses data to enhance decision-making to create an ecosystem that serves all family office executives. |
| 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 single- and multi- 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[1]time visibility into the metrics that matter. Our modern, native-cloud solution, with open APIs, gives family offices and other financial services customers the connectivity, visibility, and efficiency they need to do more with less. With Sage Intacct, family offices can maximize productive 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 Dec. 31, 2021, SEI Family Office Services has $555 billion in assets on platform. For more information, visit seic.com/archway. |