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. 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 20 at 9:45am
Technology Demonstrations: Tuesday, June 20 at 2:50pm; Wednesday, June 21 at 11:25am, and Thursday, June 22 at 1:30pm
Roundtable: Wednesday, June 21 at 3:30pm

Ledgex delivers a next-generation, cloud-native platform, LedgexPro, to provide comprehensive portfolio management and accounting solutions for Family Offices.

Partner Presentation: Thursday, June 22 at 9:30am
Technology Demonstrations: Tuesday, June 20 at 1:50pm; Wednesday, June 21 at 11:25am, and Thursday, June 22 at 11:25am
Roundtable: Tuesday, June 20 at 3:50pm

Libretto is your control panel for building family office portfolios and streamlining advice delivery to complex private clients. Customized to reflect your investment philosophy and wealth management delivery, Libretto helps you build “completion portfolios” that recognize each family’s private assets, alternatives, entity structures, risks and multi-generational objectives. The result is a personalized financial strategy that unifies investment and wealth management solutions.

Partner Presentation: Wednesday, June 21 at 12:45pm
Technology Demonstrations: Tuesday, June 20 at 10:45am; Wednesday, June 21 at 2:30pm, and Thursday, June 22 at 1:30pm
Roundtable: Wednesday, June 21 at 12:45pm

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.

Partner Presentation: Tuesday, June 20 at 1:05pm
Technology Demonstrations: Tuesday, June 20 at 11:45am; Wednesday, June 21 at 10:25am, and Thursday, June 22 at 2:30pm
Roundtable: Wednesday, June 21 at 3:30pm

Sage Intacct is used by thousands of organizations from startups to public companies to improve company performance and make finance more productive. As a best-in-class system, our cloud accounting software products and financial management solutions deliver deep accounting capabilities across multiple industries designed with a single aim—to accelerate your success.

Partner Presentation: Thursday, June 22 at 12:45pm
Technology Demonstrations: Tuesday, June 20 at 1:50pm; Wednesday, June 21 at 11:25am, and Thursday, June 22 at 10:25am
Roundtable: Thursday, June 22 at 3:30pm

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, 2023, SEI Family Office Services has $593 billion in assets on platform. For more information.

Partner Presentation: Wednesday, June 21 at 9:40am
Technology Demonstrations: Tuesday, June 20 at 11:45am; Wednesday, June 21 at 1:30pm, and Thursday, June 22 at 2:30pm
Roundtable: Thursday, June 22 at 3:30pm

Deviate Consulting is a professional services firm that provides a full suite of software consulting and back office services for single and multi-family offices. Our software expertise includes a wide range of investment and partnership accounting suites prominent in the UHNW wealth management space.

Technology Demonstrations: Tuesday, June 20 at 10:45am; Wednesday, June 21 at 10:25am, and Thursday, June 22 at 11:25am
 

Giving Place is a software solution for optimizing family charitable giving. It’s one portal, one process, for any charitable vehicle – cash, DAFs, foundations, and more – 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. 
Instead of managing complex and large-scale philanthropy in spreadsheets, or using software designed specifically for managing a particular type of giving, Giving Place dashboards put all the information you need to plan, execute, track, and analyze your donations at your fingertips.

Technology Demonstrations: Tuesday, June 20 at 2:50pm; Wednesday, June 21 at 2:30pm, and Thursday, June 22 at 1:30pm

Masttro is a wealth tech platform that enables a 100% view of wealth. The platform provides a single source of accurate, full-picture data to give wealth owners ultimate control, transparency and peace of mind to make informed, data-driven financial decisions in real-time. Masttro offers a total wealth overview covering all illiquid and liquid investments to liabilities and passion assets. It comes with a comprehensive suite of features including data aggregation, analysis and reporting - all protected by best-in-class cybersecurity architecture and data security protocols.

Technology Demonstrations: Tuesday, June 20 at 2:50pm; Wednesday, June 21 at 1:30pm, and Thursday, June 22 at 10:25am

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. Summitas delivers subscription software for family offices and wealth advisory firms wanting a single secure point of presence for related information and communication. Software subscriptions include high-touch support that provides problem-solving and training, help measuring the value of Summitas, and guidance for achieving organizational objectives using our software. 

Technology Demonstrations: Tuesday, June 20 at 11:45am; Wednesday, June 21 at 2:30pm, and Thursday, June 22 at 10:25am

leafplanner collects, organizes and connects the disparate parts of life in a unique leafplan to serve as a roadmap for a family. By identifying, aggregating, and communicating the intricacies of a family enterprise with family members and advisors, leafplanner enables families to apply a holistic perspective to their communication, decision-making, and education. In addition to identifying blind spots and educating family members and advisors, leafplanner facilitates a more seamless succession of information critical to the success of a family's legacy.

Technology Demonstrations: Tuesday, June 20 at 10:45am; Wednesday, June 21 at 1:30pm, and Thursday, June 22 at 2:30pm

Trusted Family is an award-winning technology platform serving the world’s leading family businesses. Founded by two next-generation entrepreneurs from European business families, the company leverages a decade of industry expertise to help multi-generational family businesses thrive and achieve sustainable long-term success. Trusted Family offers a secure and centralized governance platform that enables directors, shareholders, family members, and their close advisors to easily connect, communicate, and collaborate from anywhere, at any time, on any device. The company is headquartered in Brussels, Belgium, with offices in London and New York, and family business clients in 27 countries globally. For more information, visit http://www.trustedfamily.net

Technology Demonstrations: Tuesday, June 20 at 1:50pm; Wednesday, June 21 at 10:25am, and Thursday, June 22 at 11:25am