Reporting, Data Aggregation and AI Tools: Arqa & PWS

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. Show Summary: Introductions. Sean's opening remarks. Haik & Arqa AI: focus on automating data entry and aggregation (capital calls, k1s, custodial statements, etc). Charlie & PWS: data consolidation, reconciliation and analytics. Data challenges, complexities of onboarding tech, automating data handling, master investment book of record. Data accuracy and efficiency, errors in custodial feeds. Resource limitations in family offices, power users and outsourced back office. Client feedback on ai tools: not just for data extraction but also portfolio rebalancing; document management. Arqa and PWS in the ecosystem: Arqa focuses on investment and operational workflows, PWS is a data management platform integrating with other systems. Global client demand. Pricing models and ranges. Data security and privacy. Closing remarks.