Ninth Family Wealth Report Family Office Fintech Summit 2024

Deviate Consulting is a professional services firm that focuses on software selection, implementation, and back-office services for single and multi-family offices. Deviate is an independent, objective partner serving the best interests of our clients, resulting in successful long-term relationships. Deviate was founded in 2015 in Indianapolis and has a team of 20 consultants throughout the country.

SEI Family Office Services delivers technology and outsourced services that support the accounting, investment management and reporting functions of family offices, private banks, private wealth advisors and alternative asset managers. Designed to help family offices and advisors to wealthy families better serve their ultra-high-net-worth clients, SEI’s award-winning Archway Platform℠ and high-touch outsourced services efficiently handle complex partnership, portfolio and corporate accounting alongside bill payment, investment management and multi-asset class data aggregation. As of March 31, 2023, SEI Family Office Services has $593 billion in assets on platform.

Eton Solutions is a software and services company that was founded to handle the complexities associated with servicing ultra-high net worth clients. Our vision is bolstered by a belief that a holistic, integrated platform and support from a team of skilled experts can enable single family offices, multifamily offices, and professional services firms to completely reimagine the value they can provide to their clients. Our priority is giving family offices the tools they need to be more accurate, more efficient, and more effective at delivering premium services to their valued clients.

Our solution to the challenges family offices face is our integrated platform, AtlasFive. It acts as an operational platform and one source of truth for all data, which improves accuracy, optimizes efficiency, and reduces risk. As the future of the family office evolves, we are proud to lead the way to reimagining what a family office can achieve. With less time spent on recurring tasks, data entry, and spreadsheets, employees can focus on the office’s priority: achieving the goals of the family it serves.

Private Wealth Systems is reimagining the world of ultra-high net worth portfolio management through a cloud-based platform uniquely designed to improve efficiency, accuracy and agility. UHNW individuals, family offices and private banks leverage Private Wealth Systems to transform how they aggregate investment data, validate data accuracy, report on multi-asset class portfolio performance and evolve complex investment portfolios over time. Private Wealth Systems’ UHNW portfolio management technology platform provides critical insights investors needs to effectively manage portfolio performance, risk and liquidity –delivering an accurate pulse of the portfolio. Visit privatewealthsystems.com

Award-winning Summitas Platform ® helps families and wealth managers enhance client engagement with an unsurpassed combination of security, privacy, and flexibility. From the Digital Vault to collaboration tools, integration of financial information, and the ability to manage projects and tasks to streamline workflows, a branded Summitas portal provides measurable value to family offices, wealth advisors, and other client-facing businesses.
www.summitas.com

PEVCtech is a community for family offices, private equity funds, lenders, and VCs using technology and analytics to generate alpha.We share insights on technologies, data, and processes. We organize and co-sponsor events and collaboratively publish original research on best practices, including breakdowns of the tech stack of financial services firms. PEVCtech is a project of Versatile VC.

ProFundCom helps financial institutions raise and preserve AuM using digital marketing analytics. ProFundCom has been built using expertise and best practice from within the financial services industry. Our marketing analytics focus solely on the asset/investment management space and offer an integrated solution across all digital properties. We understand email/web traffic patterns of investment management clients and how you can leverage these behaviours.

The UHNW Institute was founded in 2019 to transform the wealth management industry to better serve ultra-high-net-worth families as they continue to evolve. As a nonprofit think tank and learning exchange, the UHNW Institute is elevating the wealth management industry to a new standard so that advisors and families can foster prosperous and meaningful relationships from one generation to the next. The UHNW Institute offers unbiased thought leadership, peer-to-peer collaboration, original content and programming, and more.

Versatile Venture Capital backs early-stage companies which help investors generate alpha and win. For example, we’re investors in alternative data, investment research, back-office tech, marketplaces for private companies, and salestech to help gather assets. We manage PEVCtech, a community for family offices, private equity funds, and VCs focused on using technology and analytics to make better investments in private companies. We also manage Founders’ Next Move, a community for founders researching their next move.

smartKYC’s AI software is used by banks to automate customer due diligence whether for remediation, onboarding, refresh or continuous monitoring; our technology drives faster, better, and more cost- effective KYC at every stage of the relationship – liberating human effort to focus on decision-making rather than laborious screening and research. smartKYC integrates all relevant KYC sources - external watchlists, media archives, open web search, private company data, internal blacklists and, like a human, it reads everything and extracts useful intelligence in the form of facts. smartKYC presents facts about risks like adverse media, but also provides insights into information like source of wealth, network risk and even ESG misdemeanours. Sophisticated hit scoring maximises relevance and minimises false positives. All of this is done at speed and at scale and, as such, straight through processing opportunities become obvious. In refresh or continuous monitoring mode, smartKYC watches only for net new risks as they emerge and never repeats what is already known.