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Family Office Tech Stack: Financial Reporting, Data Aggregation, and AI-Driven Investment Tools
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 | FOTechHub
Join our virtual family office tech & ops annual conference, 19-20 November:
FOTechHub Second Annual Tech & Ops Conference (ringcentral.com)
Show Summary:
00:00 – Introductions
04:16 – Sean’s opening remarks
05:55 – Haik & Arqa AI: focus on automating data entry and aggregation (capital calls, k1s, custodial statements, etc)
07:26 – Charlie & PWS: data consolidation, reconciliation and analytics
08:22 – Data challenges, complexities of onboarding tech, automating data handling, master investment book of record
12:06 – Data accuracy and efficiency, errors in custodial feeds
16:38 – Resource limitations in family offices, power users and outsourced back office
24:00 – Client feedback on ai tools: not just for data extraction but also portfolio rebalancing; document management
30:04 – Arqa and PWS in the ecosystem
Arqa: focus on investment and operational workflowsPWS: data management platform integrating with other systems
39:11 – Global client demand
47:58 – Pricing models and ranges
52:59 – Data security and privacy
58:19 – Closing remarks
View all episodes
By FOTechHub.comLive 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 | FOTechHub
Join our virtual family office tech & ops annual conference, 19-20 November:
FOTechHub Second Annual Tech & Ops Conference (ringcentral.com)
Show Summary:
00:00 – Introductions
04:16 – Sean’s opening remarks
05:55 – Haik & Arqa AI: focus on automating data entry and aggregation (capital calls, k1s, custodial statements, etc)
07:26 – Charlie & PWS: data consolidation, reconciliation and analytics
08:22 – Data challenges, complexities of onboarding tech, automating data handling, master investment book of record
12:06 – Data accuracy and efficiency, errors in custodial feeds
16:38 – Resource limitations in family offices, power users and outsourced back office
24:00 – Client feedback on ai tools: not just for data extraction but also portfolio rebalancing; document management
30:04 – Arqa and PWS in the ecosystem
Arqa: focus on investment and operational workflowsPWS: data management platform integrating with other systems
39:11 – Global client demand
47:58 – Pricing models and ranges
52:59 – Data security and privacy
58:19 – Closing remarks