The Ninth Family Office Fintech Summit 2024, Family Wealth Report’s flagship conference, is the industry forum to discuss best practice and see real-life examples of how to adopt and invest in technology by multi and single-family offices. This summit will be a full-day event and will take place on October 10, 2024.
To register to attend, please fill out your details here.
Family Wealth Report‘s Family Office FinTech Summit Series
The Family Wealth Report Family Office FinTech Summit will provide our guests with insights around some of the following themes, amongst others:
- Bill paying, tax filing and accounting: Do threatened tax hikes put more pressure on FOs to improve processes?
- Risk management: How can tech improve it rather than make it more complicated?
- ESG and impact investing: Tech tools and latest developments.
- Digitization: How much is enough? How to unite the best of both person and machine?
- Infosec: Emerging threats and countermeasures.
- Automation and efficiency: Where are the key gaps to fill and what should firms tackle first?
- Accounting, reporting and communication: How to empower clients, advisors and managers through data.
- Portfolio management: How technology is giving investment managers the edge across the asset mix.
- Crypto assets: “Rat poison squared”, as Warren Buffet says, or an important long-term store of value?
- Choosing, assessing and working with partners: Avoiding blind spots in due diligence.
- Integrating solutions: Getting the connectivity you need and the functionality you want.
- Minimum standards of tech and ops for family offices: What are the downsides of a low tech approach, and what are the most impactful investments to be made?
- How to streamline implementation: Implementation a realistic roadmap and appropriate resourcing.
- The technology gold standard: How to future-proof your organization.
This year the summit will be an in-person conference. The event will follow the format displayed on our agenda tab.
Comments, questions, suggestions
For sponsorship please contact: firstname.lastname@example.org
For questions re attendance and speaker opportunities, please contact: email@example.com
To register to attend, please fill out your details here.
8.00 am Registration (Breakfast & Networking)
9.00 am Welcome
9.05 am Keynote 1
9.20 am Panel Discussion 1
10.00 am Refreshments & Networking
10.30 am Panel Discussion 2
11.15 am Round 1: Presentations/Tech Demos
12.30 pm Lunch & Networking
1.30 pm Keynote 2
1.45 pm Panel Discussion 3
2.30 pm Round 2: Presentations/Tech Demos
3.45 pm Refreshments & Networking
4.15 pm Panel Discussion 4
4.55 pm Fireside Chat
5.15 pm Summit Close
Cocktail Reception with Networking
Date and Time
Date: Thursday 10th October - 2024
Time: 8:00 am – 6:00 pm Eastern Standard Time
The Convene Center
Address: 101 Park Ave, New York, NY 10178, United States
Owner and Family Office Technology Consultant
Erin Hulse is the Founder of Deviate Consulting, LLC, which focuses on software selection, implementation, and accounting services for single and multi-family offices. Erin is a financial and software professional […]
Erin Hulse is the Founder of Deviate Consulting, LLC, which focuses on software selection, implementation, and accounting services for single and multi-family offices. Erin is a financial and software professional with a diverse background in the alternative investment and private wealth space, including time spent with Plante Moran, Bank of America, and SEI/Archway Family Office Services. Ms. Hulse has been managing Deviate Consulting since 2015 and is based in Indianapolis, IN.
David Teten is a Venture Partner with Coolwater Capital, a GP stakes investor and accelerator for emerging VC managers. He is Founder of Versatile VC, backing early-stage companies which help investors generate alpha […]
David Teten is a Venture Partner with Coolwater Capital, a GP stakes investor and accelerator for emerging VC managers. He is Founder of Versatile VC, backing early-stage companies which help investors generate alpha and succeed. He is Chair of PEVCTech, a community of investors in private companies using technology and analytics to generate alpha. He was previously a Managing Partner with HOF Capital; Partner with ff Venture Capital; and Founder of Harvard Business School Alumni Angels of NY. He writes periodically at teten.com.
President, Family Office Services
Bill joined Summitas in 2010 and has over 40 years of experience working with single- and multi-family offices and registered investment advisors (SFOs, MFOs, and RIAs). Today, Summitas is the […]
Bill joined Summitas in 2010 and has over 40 years of experience working with single- and multi-family offices and registered investment advisors (SFOs, MFOs, and RIAs). Today, Summitas is the award-winning reference platform for communication privacy and data security in the family office and wealth advisory space. Previously, he was a Senior Director with BNY Mellon Family Office and Managing Director with Rockefeller & Co. Earlier, he was Managing Director at Deutsche Bank, and a Vice President with J.P. Morgan in Geneva, Switzerland. Bill is a regular at industry conferences where he speaks about software trends, technology risks, and family office operations. He earned his BA from the University of Notre Dame and MBA, summa cum laude, from Fordham University.
About our Sponsors
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.
Technology Demonstration Sponsors
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.
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.
About Technology Demonstrations
Portfolio Management & Reporting Software, Purpose-Built for UHNWIs & Sophisticated Family Offices
Aggregate: Seamlessly collect, aggregate and normalize investment data from over 400 data feeds across 5 continents, capturing 3x more transactions than other aggregators.
Portfolio Accounting: Our award-winning unique data model offers the advantage of having the data integrity of a general ledger accounting system with the flexibility and control of a reporting system.
Performance Reporting: Our award-winning reports and design enables each individual to see the information they want, structured, and formatted the way they want for personalized engagement.
Portfolio management: View every asset class while using our industry-first data model that allows each stakeholder to classify and structure their data any way they want for faster and more personalized analysis and decision making.
Investor portal: Our secure, point-click investor portal is designed to provide simple, context-based navigation so wealth owners and advisors can easily gain oversight over the most complex global wealth.
Summitas brings a new level of client engagement with a singular branded online presence.
See how you can simplify process flows, increase communication, and provide a safe place to
organize, protect, and share information—all from one place. From the Digital Vault to collaboration tools, integration of financial information, the ability to streamline workflows, and now task management, a Summitas Engagement Platform will:
Be the online home base for your family or firm
Bring peace of mind with the industry’s most robust security and privacy
Increase engagement by simplifying information delivery and access