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.

Partner Presentation: Tuesday, June 14 at 9:45am
Technology Demonstrations: Tuesday, June 14 at 10:35am; Wednesday, June 15 at 2:00pm, and Thursday, June 16 at 11:30am and 2:20pm
Roundtable: Tuesday, June 14 at 4:00pm

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..

Partner Presentation: Tuesday, June 14 at 1:10pm
Technology Demonstrations: Tuesday, June 14 at 2:00pm; Wednesday, June 15 at 10:30am and 3:00pm, and Thursday, June 16 at 1:20pm
Roundtable: Wednesday, June 15 at 4:00pm

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.

Partner Presentation: Wednesday, June 15 at 9:40am
Technology Demonstrations: Tuesday, June 14 at 11:35am; Wednesday, June 15 at 11:30am; Thursday, June 16 at 10:30am and 2:20pm
Roundtable: Tuesday, June 14 at 4:00pm

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.

Technology Demonstrations: Tuesday, June 14 at 11:35am; Wednesday, June 15 at 11:30am; Thursday, June 16 at 10:30am and 2:20pm

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.

Partner Presentation: Wednesday, June 15 at 1:10pm
Technology Demonstrations: Tuesday, June 14 at 3:00pm; Wednesday, June 15 at 10:30am and 2:00pm; Thursday, June 16 at 11:30am
Roundtable: Thursday, June 16 at 3:20pm

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.

Partner Presentation: Thursday, June 16 at 9:40am
Technology Demonstrations: Tuesday, June 14 at 11:35am and 3:00pm; Wednesday, June 15 at 2:00pm; Thursday, June 16 at 11:30am
Roundtable: Wednesday, June 15 at 4:00pm

Arch identified the significant amount of manual work required to manage & track investments, specifically across the private markets, through the Arch co-founders' work with single-family offices. The Arch founding team set out to solve the administrative pain of alternative investments, leveraging software and industry leading insights to automate inefficient work like collecting K-1s and logging into individual web portals. Arch is building infrastructure to save time, eliminate cost, and enhance investors' ability to understand their data.

Snapshot: Wednesday, June 15 at 1:40pm
Technology Demonstrations: Tuesday, June 14 at 10:35am and 2:00pm; Wednesday, June 15 at 3:00pm; Thursday, June 16 at 10:30am

Deviate Consulting is a professional services firm based in Indianapolis that provides a full suite of accounting and software consulting options for single and multi-family offices. Our software focus includes QuickBooks and multiple investment accounting, portfolio accounting and wealth management platforms prominent in the industry.

Snapshot: Thursday, June 16 at 1:10pm
Technology Demonstrations: Tuesday, June 14 at 11:35am; Wednesday, June 15 at 10:30am; Thursday, June 16 at 10:30am and 1:20pm

Entole is a Command Center for the Family Office and Private Wealth Industries.

The Command Center is a modular, interoperable system, enabling the many systems used in the Family Office and Private Wealth industries to be unified to a central location. This provides automation and frictionless collaboration among wealth owners and trusted advisors.

Unifying the many systems together allows a “best-of-breed” approach, offering the choice of the best technology for each offices' needs. This allows family offices and trusted advisors to easily integrate the latest technology into their ecosystem without redoing their entire technological infrastructure. 

The Command Center integrates visibility and actionability from a unified location for wealth owners and trusted advisors. This builds trust and stronger relationships, which enables faster and higher quality decision making. Tactically, wealth owners and trusted advisors easily initiate workflows and approve activities spanning their entire ecosystem from a unified location.

Snapshot: Wednesday, June 15 at 10:10am
Technology Demonstrations: Tuesday, June 14 at 2:00pm; Wednesday, June 15 at 11:30am and 3:00pm; Thursday, June 16 at 10:30am

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.

Snapshot: Thursday, June 16 at 10:10am
Technology Demonstrations: Tuesday, June 14 at 10:35am and 3:00pm; Wednesday, June 15 at 11:30am; Thursday, June 16 at 1:20pm

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.

Snapshot: Tuesday, June 14 at 1:40pm
Technology Demonstrations: Tuesday, June 14 at 10:35am; Wednesday, June 15 at 10:30am and 3:00pm; Thursday, June 16 at 11:30am

Summitas Platform® is our Software-as-a-Service (SaaS) system accessed through Web browsers and mobile applications. Our customers use Summitas to simplify operations, increase communication, and provide a safe way to organize, protect, and share information—all from one place. From the Digital Vault to collaboration tools, integration of financial information, and the ability to streamline workflows, a branded Summitas portal provides measurable value to our SFO, MFO, and wealth advisory user community. Modern cryptographic algorithms and strict internal policies and controls protect user data and privacy. Summitas EngageSM is our professional services team that oversees setup, branding, training, bespoke platform app development, and ongoing “white glove” support.

Snapshot: Tuesday, June 14 at 10:15am
Technology Demonstrations: Tuesday, June 14 at 10:35am and 3:00pm; Wednesday, June 15 at 2:00pm; Thursday, June 16 at 1:20pm

Canopy is a private & anonymous wealth account aggregation, portfolio analytics and client reporting platform for High Net-Worth Individuals and their Wealth Managers. As a wealthtech we also provide optional additional services like data management etc. Currently we report on +USD 172bn in assets. Our biggest customer and also 22% shareholder is Credit Suisse.

Technology Demonstrations: Wednesday, June 15 at 2:00pm; Thursday, June 16 at 1:20pm

KnowledgeNet.ai enables organizations and teams to collect, connect and collaborate, turning their knowledge into intellectual capital to rapidly accelerate time to insight by unlocking the power of Collaboration Intelligence.

Technology Demonstrations: Tuesday, June 14 at 2:00pm; Wednesday, June 15 at 10:30am

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.

Technology Demonstrations: Tuesday, June 14 at 11:35am; Thursday, June 16 at 11:35am

Way2B1 is an integrative platform that streamlines life management for families, organizations, and the teams and professionals who support them.

Our systems help you facilitate seamless decision making, create institutional memory, and ensure the continuity of information across real world domains.

Technology Demonstrations: Wednesday, June 15 at 11:30am; Thursday, June 16 at 2:20pm