Midwest Technology Regional Summit
Overview
The FOX Technology Regionals feature Technology Resource Partners presenting directly to the FOX membership. Join us in any or all of five different regions to hear from a variety of technology solutions in a combination of areas such as philanthropy, investing, accounting and more.
FOX resource partners will showcase a combination of Thought Leadership Presentations, Panel Discussions, and Solution Demonstrations to give members a thorough and current understanding of the many advancements available to optimize their offices.
Hosted by RSM
Agenda
The following technology providers will be presenting and providing a demo of their platform:
Six technology vendors will be presenting for 30-45 minutes each.
Breakfast and lunch will be provided.
FAQs
FOX Midwest Technology Regional Summit Frequently Asked Questions
How many vendors will I have an opportunity to meet during the event?
Each technology regional summit will have six technology providers speaking for one hour each.
Will breakfast and lunch be available?
Yes. Our hosts will be providing breakfast and lunch for all attendees.
Are there other technology regional events scheduled?
Technology regional summits will be held in the following: Midwest, Northeast, South, Southwest and West.
Host
Thank You to Our host
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Assurance, tax and consulting services for middle market leaders. Learn More |
Technology Presenters
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Asset Vantage, a UNIDEL company, is headquartered in the United States with offices in India and Singapore. AV PRO serves the needs of over 340 global families and has been built from the ground up to simplify wealth management and accounting for the modern family office. Trusted by families across 10+ countries, the platform tracks... Learn More |
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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... Learn More |
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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... Learn More |
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We are a team of large-scale donors, philanthropy advisors and technologists committed to making philanthropy more accessible, effective and meaningful. Our mission is clear: Find a way to administer charitable gifts that doesn’t suck all the joy out of it. Our product solves the challenges of managing the complex administrative efforts typical in a family office, especially when using multiple funding sources... Learn More |
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Zephyr is a division of Informa PLC. Informa acquired several financial technologies over a period of years and invested money and resources to develop a comprehensive software solution for wealth advisors. It has earned several accolades from industry peers including being named the 2024 Best Analytics Platform by the FinTech Breakthrough Awards. Zephyr has a dedicated client success team based in Nashville that works with clients... Learn More |