EPISODE · Sep 11, 2024 · 58 MIN
Family Office Tech Stack: Financial Reporting, Data Aggregation and AI-Driven Investment Tools
from Family Office Technology Hub · host FOTechHub.com
Live seminars by FOTechHub in collaboration with the Larry Kraus Family Office Tech-NEW-logy Institute.In this episode, Shaun Parkin - Founder, Hall Road Investments - interviews:Private Wealth Systems - offering financial reporting and data aggregation for family offices - represented by Charlie Brown, Director of Sales.Arqa AI - providers of AI-based tools for investment management and risk assessment in family offices - represented by Haik Sahakyan, Co-Founder & CEO.Episode page: Tech-NEW-logy Institute: Shaun Parkin Interviews Private Wealth Systems & Arqa AI | FOTechHubJoin our virtual family office tech & ops annual conference, 19-20 November:FOTechHub Second Annual Tech & Ops Conference (ringcentral.com)Show Summary:00:00 – Introductions04:16 – Sean’s opening remarks05:55 – Haik & Arqa AI: focus on automating data entry and aggregation (capital calls, k1s, custodial statements, etc)07:26 – Charlie & PWS: data consolidation, reconciliation and analytics08:22 – Data challenges, complexities of onboarding tech, automating data handling, master investment book of record12:06 – Data accuracy and efficiency, errors in custodial feeds16:38 – Resource limitations in family offices, power users and outsourced back office24:00 – Client feedback on ai tools: not just for data extraction but also portfolio rebalancing; document management30:04 – Arqa and PWS in the ecosystemArqa: focus on investment and operational workflowsPWS: data management platform integrating with other systems39:11 – Global client demand47:58 – Pricing models and ranges52:59 – Data security and privacy58:19 – Closing remarks
What this episode covers
Live seminars by FOTechHub in collaboration with the Larry Kraus Family Office Tech-NEW-logy Institute.In this episode, Shaun Parkin - Founder, Hall Road Investments - interviews:Private Wealth Systems - offering financial reporting and data aggregation for family offices - represented by Charlie Brown, Director of Sales.Arqa AI - providers of AI-based tools for investment management and risk assessment in family offices - represented by Haik Sahakyan, Co-Founder & CEO.Episode page: Tech-NEW-logy Institute: Shaun Parkin Interviews Private Wealth Systems & Arqa AI | FOTechHubJoin our virtual family office tech & ops annual conference, 19-20 November:FOTechHub Second Annual Tech & Ops Conference (ringcentral.com)Show Summary:00:00 – Introductions04:16 – Sean’s opening remarks05:55 – Haik & Arqa AI: focus on automating data entry and aggregation (capital calls, k1s, custodial statements, etc)07:26 – Charlie & PWS: data consolidation, reconciliation and analytics08:22 – Data challenges, complexities of onboarding tech, automating data handling, master investment book of record12:06 – Data accuracy and efficiency, errors in custodial feeds16:38 – Resource limitations in family offices, power users and outsourced back office24:00 – Client feedback on ai tools: not just for data extraction but also portfolio rebalancing; document management30:04 – Arqa and PWS in the ecosystemArqa: focus on investment and operational workflowsPWS: data management platform integrating with other systems39:11 – Global client demand47:58 – Pricing models and ranges52:59 – Data security and privacy58:19 – Closing remarks
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Family Office Tech Stack: Financial Reporting, Data Aggregation and AI-Driven Investment Tools
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