Tech-NEW-logy Institute returns on June 4 with a live interview session featuring Paul McKibbin and Asset Vantage. In this 45-minute discussion, Paul McKibbin (EY) speaks with Sunil Dalal (UNIDEL) and Nicole Eberhardt (Asset Vantage) about how family office systems evolve from solving one office's internal problems into platforms used across the wider market. The conversation will touch on AI, implementation realities, integration challenges, and the growing tension between founder-led businesses and private equity-backed growth in family office tech. Bringing together perspectives from an owner, operator and implementation expert, the session offers a rare look behind the scenes at how these systems are really being built and scaled. If you'd like to connect with the participants following the session, please contact adriana@fotechhub.com. Find more information on the program and recordings at fotechhub.com.

Dr. Tania Neild, CTO & Owner, InfoGrate. Dr. Tania Neild is the CTO and Owner of InfoGrate, a data strategy firm serving family offices and wealth advisors. With over 20 years of experience in data integration and secure technology infrastructure, she specializes in helping family offices turn complex, fragmented information into centralized, actionable intelligence. Tania holds a PhD in engineering and is widely recognized for her ability to translate sophisticated data environments into long-term operational value for multi-generational families. Steven Petersen, Co-Founder, Stavtar Solutions. Richard Zazo, Co-Founder, Atomic Insights. Lucas Babbitt, Co-Founder & CEO, Atomic Insights. Stavtar is the premier provider of business spend management and expense allocation SaaS solutions built for the Office of the CFO in complex businesses like alternative asset management. Headquartered in New York, with a global footprint spanning Dallas, London, Mumbai, and Bengaluru, Stavtar was founded by seasoned professionals from the alternative asset management industry. Our flagship business spend management and expense allocation platform, StavPay, empowers over 130 leading alternative asset managers, collectively overseeing more than $3.1 trillion in AUM. Atomic Insights revolutionizes payment workflow management for RIAs and family offices by offering a groundbreaking, centralized platform that leverages real-time API connectivity with banks and other custodians. This unified system provides instant cash position visibility, automates compliance checks, and streamlines payment request submissions, significantly enhancing transaction speed, accuracy, and security. By seamlessly integrating with existing CRM and portfolio management tools, Atomic Insights eliminates redundant data entry, offering a cohesive view of client information that streamlines relationship management and financial oversight. The platform's automation of key payment processing functions and enhanced reporting capabilities not only reduces administrative burdens, but also empowers RIAs and family offices to deliver more responsive and transparent service to their clients. Ultimately, this innovative approach saves time, ensures a more secure and scalable financial management framework, and transforms how firms handle financial operations. If you'd like to connect with the participants, email adriana@fotechhub.com. Find more info on the program and recordings at fotechhub.com

Erin Hulse speaks with the CEOs of PCR and Aleta. Last year, Aleta's CEO moved from Denmark to New York to lead the company's expansion. PCR, founded in 2002, also relaunched last year with a new leadership team and a new strategic direction. Together, the CEOs share how things are going and the response they are receiving from the family office community. Erin Hulse, Founder & CEO, Deviate Consulting. Erin Hulse is the Founder of Deviate Consulting, LLC, advising single and multi-family offices on software selection, implementation, and accounting. She brings experience from Plante Moran, Bank of America, and SEI / Archway Family Office Services and has led Deviate Consulting since 2015. Ranjan Mishra, CEO, PCR Financial Aggregation. Ken Gamskjaer, CEO & Co-Founder, Aleta. PCR is a financial data aggregation and managed services firm serving family offices, wealth managers, and financial institutions. The firm specializes in collecting, normalizing, and reconciling both custodial and alternative investment data — including structured feeds and document-driven private markets information. PCR delivers complete, accurate, and controlled data that powers reporting, performance, risk analytics, and downstream wealth-tech platforms and Family offices. Aleta is a modern data and reporting platform for family offices, designed to centralise financial information, streamline reporting, and improve data visibility across entities, asset classes, and stakeholders. It helps teams move away from manual processes and fragmented data toward more timely, structured, and decision-ready reporting. If you'd like to connect with the participants, email adriana@fotechhub.com. Find more info on the program and recordings at fotechhub.com

Full Episode is available on our members podcast. Show Summary: Michael Perez moderates a focused conversation with Advyzon and Mantle—two innovative platforms helping family offices modernize investment reporting, client communications, and private fund operations. Michael Perez, Managing Director, Family Office Practice, F2 Strategy. Michael Perez brings over 25 years of experience in professional services for the wealth management industry, including senior roles at Grant Thornton LLP, Fiduciary Trust International, and Chase Private Banking. He leads F2 Strategy's Family Office Practice, advising clients on technology transformation, operations, and digital strategy. Advyzon, represented by Kartik Srinivasan, President, Advyzon International. Advyzon provides comprehensive wealth management technology, as well as investment solutions, for independent financial advisors, financial professionals, and financial institutions. Auria is a new offering from Advyzon that combines portfolio management, customizable performance reporting, trading and rebalancing, web portals, mobile app, CRM, billing, and secure document storage for wealth managers and family offices. It is built to handle the complexities of UHNW clients, including entity management, fractional ownership, and the handling of alternative investments. Mantle, represented by Amar Varma, Co-Founder & CEO. Mantle is an end-to-end automation platform purpose-built for Limited Partners managing private fund investments. It streamlines document and workflow management, replacing manual processes and legacy systems with modern infrastructure tailored to the unique needs of family offices and institutional investors. Mantle brings transparency, control, and efficiency to the management of private market data. Join our network at fotechhub.com

Dave Petersen speaks with the CEOs of Masttro and Aquilance about how family office reporting and financial administration are evolving—and what that means for operating models, data visibility, and decision-making. About the Moderator: Dave Petersen, Director of Technology Consulting, Northern Trust. Dave works closely with family offices and private wealth organizations on technology strategy, system selection, and operating model design. Interviewees: Jay McNamara — CEO, Masttro. John Carey — CEO, Aquilance. Systems Featured: Masttro is a global wealth and asset reporting platform built for complex family offices, UHNW individuals, and investment organizations. It delivers real-time, consolidated visibility across assets, entities, and ownership structures through secure, flexible reporting. Over the past year, Masttro has expanded its ecosystem with new integrations, including Arch and Canoe, and launched its AI capability, Masttro Intelligence—signalling a shift toward a more open, connected, and intelligence-driven reporting model. Aquilance supports family offices and wealth management firms with financial administration capabilities spanning bill payment, cash flow oversight, and consolidated reporting, all underpinned by institutional-grade infrastructure. Founded in 1987, the firm is re-examining how its long-established operating model evolves—reflecting wider industry moves toward greater flexibility in how technology, services, and operational support are delivered. Find more information on the program and recordings at fotechhub.com. To connect with the participants, email alex@fotechhub.com

Full Episode is available on our members podcast. The Larry Kraus Family Office Tech-NEW-logy Institute - Live Seminar Program, in Collaboration with FOTechHub. Show Summary - Recorded May 6, 2025. Dr. Tania Neild interviews TMG, Arch, and Elysys—three powerful platforms supporting family offices with IT infrastructure, private investment data, and portfolio accounting. Moderator: Dr. Tania Neild, CTO & Owner, InfoGrate. Tania is a leading expert in data integration and secure tech infrastructure for family offices. She helps transform fragmented data into actionable intelligence, drawing on 20+ years of experience and a PhD in engineering. Featured Platforms & Speakers: TMG – Christopher Tepper, Family Office Practice Manager. TMG provides managed IT strategy, support, and cybersecurity services tailored for family offices. Elysys – Max Wattel, Managing Director. Elysys offers enterprise-grade portfolio management and accounting, built on Microsoft Dynamics 365. Arch – Ryan Eisenman, Co-Founder & CEO. Arch is a digital admin platform for private investments, replacing spreadsheets with real-time, structured data. Join our network at fotechhub.com

This episode brings together two very different generations of family office technology. One platform has been around for nearly 50 years. The other was built in just the last year for today's private markets. Christi Van Rite moderates a conversation with Bridge and AgilLink, exploring what starts to break as family offices grow, why private investments remain operationally difficult, and the real trade-offs between experience and innovation in family office systems. Moderator: Christi Van Rite, Founder, White River Consultants. Interviewees: Asher Adler, MBA — SVP & Head of Product Management, AgilLink. Alex Goodwin — Co-Founder & CEO, Bridge. Systems Featured: Bridge is building an AI-driven operating system for private-markets investing, automating onboarding, document management, and reporting to reduce operational friction and improve execution for allocators. AgilLink is a cloud-based accounting and bill-pay platform designed for family offices and high-net-worth service firms, combining multi-entity accounting, embedded banking, and controlled approval workflows. Its Connect to Bank capability automates daily balance and transaction feeds, eliminating manual uploads and improving cash visibility. Find more information on the program and recordings at fotechhub.com. To connect with the participants, email alex@fotechhub.com

Interview Date: February 25, 2025. Moderator: Paul Freeland (Partner, Family Enterprise, PwC US). Guests: Alex Lee – Co-Founder & CEO, Truewind. Gareth Hewitt – CEO, LemonEdge. About the Moderator: Paul Freeland is a Family Enterprise Partner at PwC with over 25 years of experience in the fintech industry. He leads PwC's Wealth Compass managed service, focusing on the technology and reporting needs of family offices and ultra-high-net-worth individuals. Paul specializes in long-term planning, asset aggregation, and partnership administration for family investment pools. Truewind, based in San Francisco, develops an AI-powered accounting platform that automates routine tasks and streamlines monthly close processes with top-tier data security. Its AI agents handle data categorization, documentation, and client follow-ups, freeing accountants to focus on strategic work. Trusted by firms like EisnerAmper and fast-growing companies such as Wefunder and Mozart Data, Truewind is backed by industry leaders including Thomson Reuters Ventures, Y Combinator, and Fin Capital. LemonEdge is a next-generation fund accounting, management and reporting software for private markets. Its state-of-the-art accounting engine is purpose-built for private markets firms battling complexity and searching for efficiency. With event-driven transactions, multi-ledger management and process automation, it makes the complex simple and the time-consuming efficient. Join us for our monthly live Tech-NEW-logy sessions: fotechhub.com. For questions or connections, email us at info@fotechhub.com.