Resource Partners - Technology Management

Ledgex is the first FinTech platform specifically designed to fix the data quality challenges all Family Offices face. We enable family offices to more confidently and successfully manage complex portfolios, with game-changing improvements in your data accuracy, transparency, and timeliness. Learn More

Masttro is the world’s leading wealth tech solution for visualizing total net worth. Specializing in alternative assets, built from the ground up for multi-currency and secured with world-class cybersecurity architecture, Masttro is the all-in-one solution to building a 100% view of wealth. Learn More

Pinnacle Fund Services provides customized portfolio and investor performance across multiple investment structures including full outsourcing of back-office functionality. Learn More

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

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

SumIt is a software company based in New York City focused on redefining technology for family offices, starting with an accounting system that consolidates financials across entities with a couple clicks. Our mission is to empower family office staff to do more with less through a straightforward interface and robust functionalities. Learn More

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 provide... Learn More

TIFIN Give empowers wealth enterprises to become an integral part of the charitable planning process through a streamlined, comprehensive digital experience. The platform supports various charitable structures, including donor advised funds and private foundations, to unlock opportunities and value for wealth enterprises and their clients. Learn More

Vanilla is the world’s first Estate Advisory Platform, purpose-built by UHNW advisors and estate professionals to help family office and wealth management firms deliver a holistic, modern estate planning experience to their clients. Learn More

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. T... Learn More