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