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Show Summary

Cori Rodda moderates a conversation with Vyzer and Asseta. They explore how new platforms are reshaping family office technology. The conversation covers multi-entity reporting, moving beyond QuickBooks, API flexibility, bill pay, and partnership accounting. We look at how AI is streamlining reconciliations and insights, the importance of security and privacy, and whether families are ready for adoption. 

Cori Rodda, President, FWO Accounting & Consulting
Cori is a CPA and the founder of FWO Accounting. She specializes in family office accounting and operations, with previous roles at PwC and SEI Family Office Services.

Vyzer
Represented by Litan Yahav, Co-Founder & CEO
Vyzer is an AI-powered wealth-tech platform built for high-net-worth individuals and their advisors to simplify, track, and optimize complex private wealth portfolios. It transforms fragmented financial data into actionable insights through a holistic, digital-first experience. Vyzer offers a comprehensive financial dashboard, automated tracking for traditional and alternative investments, advanced cash flow planning, and document analysis.

Asseta AI
Represented by Dean Palmiter, CEO & Founder
Asseta AI is an, all-in-one platform for family offices, replacing spreadsheets and disconnected tools. It handles general ledger, accounting, bill pay, banking, consolidations, document management, investment performance, data aggregation, reconciliation, and analytics. Its built-in AI adapts to your workflow to streamline multi-entity financial management.See the show page ⁠⁠here⁠⁠

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