FOX Technology Resource Partner Focus Group

Overview

Thursday, January 11, 2024 - 1:30pm to 2:30pm

FOX Technology Resource Partners act as both core and peripheral services and solutions for the community and membership including families, family offices, operating companies, and advisor organizations. FOX hosts a monthly meeting comprised of different thought leader specialists whose focus is in the areas of technology including software, data management, outsource services, advisors and consultants, and managed service providers. FOX membership is invited to learn and take a deep dive into our Tech Partner platforms, solutions, and services.

Nicole Eberhardt, CEO of Ledgex, will share why Ledgex is different from other integrated accounting and performance systems on the market today for Family Offices. Through a demo of the system and a group discussion, Nicole will describe how Ledgex can best meet the needs of the Family Office, whether they are accounting, investment, or family member requirements.

Location

United States

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Speakers

Presenters

Nicole Eberhardt
CEO, Ledgex

Nicole has over 20 years of experience as a financial services professional and entrepreneur, specializing in business process improvement, back office accounting, and product management (Co-founder TKS Solutions - Penny – It Works®, Director of Pro. Services AdvisorWare®, HedgeWare®, and Total Return®).

Chris McCoy
COO, Ledgex

Chris connects our vision with the needs of our clients. He brings over three decades of experience in data-driven applications, in fintech and aerospace, and is a founding member of Ledgex Systems.