South 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 Armanino
Agenda
The following technology providers will be presenting and providing a demo of their platform:
Seven technology vendors will be presenting.
Breakfast and lunch will be provided.
FAQs
FOX South 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
As a top 25 accounting and consulting firm in the nation, Armanino specializes in providing tailored solutions for Family Offices and their portfolio companies. With deep industry expertise, we serve as trusted strategic partners, offering a comprehensive range of services designed to meet the unique needs of Family Offices. Our dedicated team goes beyond responsiveness to deliver personalized guidance in areas such as cutting-edge technology, finance and accounting, integrated advisory and outsourced services, and innovative AI solutions. We are committed to helping you navigate the complexities of managing wealth and achieving long-term growth and success.
Technology Presenters
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ARCH is the digital admin for private investments, delivering the missing infrastructure for managing and understanding private market investments. ARCH consolidates data from the various web portals, collects K-1s, and tracks performance, cash flows, and metrics across investments, while digitally updating existing reporting and accounting systems. We're a New Yorkin-person team supporting $125B in... Learn More |
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As a top 25 accounting and consulting firm in the nation, Armanino specializes in providing tailored solutions for Family Offices and their portfolio companies. With deep industry expertise, we serve as trusted strategic partners, offering a comprehensive range of services designed to meet the unique needs of Family Offices. Our dedicated team goes beyond responsiveness to deliver personalized guidance in areas such as cutting-edge... 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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Founded in 1999 and headquartered in Barbados, FundCount has offices in Boston, Toronto, Singapore, and Dubai. It originally developed software for the hedge fund market and grew from there. The benefits of FundCount’s fully integrated accounting, general ledger and investment analysis solution spread quickly and created demand from other market segments.... Learn More |
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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... Learn More |
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SEI’s Family Office Services segment delivers technology and outsourced services that connect and power the accounting, investment management, and reporting functions of family offices and family office divisions of financial intermediaries. Designed to streamline family office operations and deliver advanced financial reporting for ultra-high-net-worth families, SEI’s award-winning Archway Platform℠ and high-touch outsourced services... Learn More |
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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... Learn More |