FOX Series
Session Recap: The Future of Wealth Management Technology
The Covid-19 pandemic has undeniably impacted client service across the globe. As various trends emerge from this new normal, one issue wealth management firms must address...
FOXCast: Scott Winget and Leigh Griffith Discuss New IRS Coordinated High Wealth Audit
In June, the IRS announced that it will begin a new campaign to audit hundreds of high net worth individuals after they reopen their offices on July 15th, 2020. To learn...
FOX Family Office Technology Showcase Interview with Diana Ermini of Sage Intacct
What is the biggest impact your solution is having on family offices?
Sage Intacct is a best-in-class cloud accounting and financial management software solution that...
FOX Family Office Technology Showcase Interview with Mary Timmons of Northern Trust
What are the primary business challenges that your solution addresses?
Founded originally by a family office 130 years ago, Northern Trust is a global financial services...
FOX Family Office Technology Showcase Interview with Padman Perumal of Masttro
What is the biggest impact your solution is having in family offices?
Masttro is a wealth management financial technology company, originally developed by a global multi-...
FOX Family Office Technology Showcase Interview with Ryan Kerry of KnowLedger
What are the primary business challenges that your solution addresses?
Knowledger is a technology tool that efficiently moves data from a custodian source, housing the data,...
FOX Family Office Technology Showcase Interview with Paul Freeland of SEI
What is the biggest impact your solution is having in family offices?
SEI Family Office Services is a technology and outsourcing provider using the Archway PlatformSM to...
FOX Family Office Technology Showcase Interview with Cameron Sheehan of Addepar
What are the primary business challenges that your solution addresses?
Addepar is a reporting solution for a broad range of advisor and family office needs, with the...
Venture Investing in Artificial Intelligence Companies
We have come a long way from the days when Artificial Intelligence (AI) was primarily a research project in academia or in the corporate world, and the size of the market...
In our May 26th FOX Virtual Member Exchange, we discussed the factors to consider when planning to open your Family Office. The below steps are critical to consider in...