RECAP: 2019 FOX Family Office Forum - Technology Solutions
Increasing Efficiency: Automation, Bots, and the Family Office
Presenter: Danielle Valkner, US Family Office Leader, PwC
Every family office has a long list of labor-intensive, repetitive activities that require data processing across multiple applications and currently consume precious staff hours. What if there were another way? This session provided an overview of new developments in Robotics Process Automation (RPA) and Intelligent Process Automation (IPA) and the possibilities they offer for family offices.
Note: This presentation file is accessible by FOX Members only.
 | AccusourceFor family offices where help is needed with people, processes, or data, Accusource empowers operations with its technology, management, and industry expertise. Accusource is a family office focused organization specializing in staffing, investment operations, and tax/ accounting data management. Accusource offers customized solutions that streamline processes and provide firms operational efficiency. By partnering with Accusource, our clients can focus on their organization while we take care of the rest. Service highlights are general ledger integration, back office operations support, statement digitizing, performance data maintenance, alternative investment processing, and reporting management. accusource-online.com | 1.888.649.6272 | |
 | AltaReturnComprehensive technology solutions for private capital fund managers, administrators, and family offices. AltaReturn provides accounting, reporting, portfolio monitoring and CRM solutions to Family Offices and Private Equity firms. Built in conjunction with Microsoft, AltaReturn’s cloud based suite of solutions are specifically designed to serve the needs of complex, multi-generational single and multi-family offices. Some of the largest and most prominent families in the country, represented by over $60B in assets, utilize the AltaReturn platform to run their offices. altareturn.com | 1.305.925.0500 | |
 | AlterDomusFully integrated fund and corporate services provider, dedicated to international private equity and infrastructure houses, real estate firms, private debt managers, multinationals, capital markets issuers, and private clients. AlterDomus is a global fund and corporate services provider but more importantly, we’re experts in local business. Our 2,200 qualified accountants, corporate secretaries, consolidators and other professionals are expertly skilled in the intricacies of their jurisdictions. When working with a team which combines local knowledge with international best practices, you benefit from enhanced legal, financial and regulatory compliance for funds, SPVs, holding companies and corporate entities. With global reporting and a single point of contact across all 40 offices and desks, you get a world of expertise working with you to meet your goals. alterdomus.com | 1.212.989.3112 | |
 | Northern TrustFinancial services company catering to corporations, institutional investors, and high net worth individuals. Their innovation lab develops new tools by leveraging leading edge technology solutions to enhance the overall reporting and decision making experience for their clients For nearly 40 years, Northern Trust’s Global Family Office practice has been working with the world’s wealthiest of private clients and the family offices who serve them. Today, the team is administering more than $400B in assets across 450 families who are situated in more than 25 countries globally. Over the past 24 months, the team has been working with family office clients, advisors, product teams and Northern Trust’s innovation lab to develop new tools by leveraging leading edge technology solutions to enhance the overall reporting and decision making experience for our clients. We welcome the opportunity to showcase our findings and demonstrate our next generation of solutions which are designed by family offices for family offices. northerntrust.com | 1.312.630.6000 | |
 | Sage IntacctMulti-entity cloud financial software with real-time consolidation for family offices. Sage Intacct is the leader in cloud Financial Management and enables data-driven CFOs to automate complex processes and be more strategic. Sage Intacct is the leader in cloud Financial Management - endorsed by the AICPA, ranked highest in customer satisfaction on G2 Crowd and TrustRadius, and recognized as visionary by industry analysts. Sage Intacct enables data-driven CFOs to automate complex processes, improve company performance and free up time to be more strategic. sageintacct.com | 1.877.437.7765 | |
 | SEI ArchwayWealth management technology and outsourced services solutions for family offices and financial institutions. SEI Archway will be demonstrating its award-winning integrated accounting software platform. Designed to streamline and simplify accounting, investment management and reporting operations, SEI Archway’s technology enables family offices and financial institutions to replace multiple systems with a single, integrated software application. From partnership accounting and bill payment to investment data aggregation and client reporting, the technology’s integrated tools empower investment and accounting professionals to better handle the complex array of entity structures, investment types, tax requirements and reporting needed to effectively support UHNW families. SEI Archway is a technology firm whose software solution supports the accounting, investment management and reporting functions for family offices, private banks, private wealth advisors and alternative asset managers. SEI Archway’s primary objective is to help private wealth management firms better serve their ultra-high-net-worth clients through a single, integrated technology offering. archwaytechnology.net | 1.866.775.9994 | |
| SS&C GlobeOpAccounting, partnership and reporting solutions for family offices in a changing environment. SS&C‘s Private Capital Group eliminates the cost, risk and time of integrating disparate systems We deliver solutions to private wealth funds for handling the complex securities, sophisticated investment strategies, multi-tiered ownership structures, global investments and increasing regulatory demands that characterize this market. SS&C’s Private Capital Group delivers fully integrated, multi-currency portfolio management, financial and partnership accounting for family offices and hedge funds in a straight through processing environment. Our subject matter experts have decades of experience in supporting Family Offices. ssctech.com | solution@ssctech.com | 1.800.234.0556 | |
| SummitasProvides investors with wealth management tools and insight, including a digital vault, a virtual family office, and specialized financial knowledge. Summitas is the reference platform for communication privacy and data security in the family office and wealth advisory space. Summitas PlatformTM supports 30+ configurable Apps that deliver a unique customer experience. For example: The Digital Vault with end-to-end encryption, a modern drag-and-drop interface, integrated eSignature in partnership with DocuSign®, and secure FTP for batch document uploads. Articles, Ask the Advisor, Blogs, Bookings, Calendars, Contacts, Family & Advisor News, Family Trees, Forums, Grant Requests, Photo Albums, Questionnaires, Resource Directory, and the “Wall” for sequenced exchanges of ideas. Summitas is an award-winning software company that ranks security and service above all else. summitas.com | 1.212.708.0250 |
