🎉 Milestone: 4 Years of the Tech-NEW-logy Institute
This month marks four years since the launch of The Larry Kraus Tech-NEW-logy Institute, founded by our longtime collaborator Phil Strassler. The series, which highlights emerging technology solutions for the modern family office, debuted on June 8, 2021, building on the legacy of Phil’s Tax Institute. Since then, 62 technologies have been featured.
FOTechHub has proudly partnered with the Institute for over two years, providing a platform for its programs through our website and events portal. We’re also active members of the 34-member steering committee, which selects, vets, and interviews featured technologies.
Newest committee members include: Paul McKibbin, Danielle Klimek, David Sun, Greg Silverman and Dan Cole.
Nines Launches On-Premise Household Management Solution
Nines has released a self-hosted, Docker-based version of its platform for clients that are highly focused on security and privacy, or who need to meet strict compliance standards. The new solution enables offline operation and integration with internal systems while continuing to receive regular updates and support.
Luminary Expands Estate Planning Integrations
Luminary now integrates with eMoney Advisor, enabling nightly syncs of client profiles, assets, liabilities, and cash flows—streamlining data entry and speeding up estate planning onboarding. eMoney also connects with other estate planning platforms like Vanilla and Wealth.com, and includes its own tools for tax, trust, and gifting analysis.
Addepar and OSYTE Announce Integration
Addepar has added OSYTE to its Integration Center. The integration allows users to connect Addepar with OSYTE’s multi-asset portfolio management platform for public and private investments. The connection enhances liquidity forecasting, risk, and compliance workflows for family offices, OCIOs, and fund managers.
SUBSCRIBE Launches Altscape and Partners with Intapp to Streamline Private Fund Access
SUBSCRIBE has launched Altscape, a no-fee private fund marketplace designed to connect over 3,500 alternative fund managers with 600+ global wealth firms and 50,000+ advisors. The company highlights that the platform offers access to direct and feeder fund opportunities without placement or management fees, featuring curated managers, streamlined onboarding, and support for tax-advantaged structures. SUBSCRIBE also says it has partnered with Intapp to integrate its no-code subscription technology into DealCloud, enabling real-time data sync and eliminating duplicate entry—positioning the collaboration as a way to boost efficiency as private markets grow toward a projected $65 trillion AUM by 2032.
Luminary and Vanilla Join Addepar as Premier Partners
Luminary and Vanilla are now Addepar Premier Partners, enabling real-time data sync, dynamic planning tied to live asset data, as well as special access to Addepar’s product roadmap, developer tools, and enhanced support resources.
Vanilla Rolls Out New AI Tools for Estate Planning
Vanilla’s new V/AI features automate estate summaries, flag issues, and support real-time Q&A. Advisors can now use custom prompts, auto-link provisions, and pre-fill profiles.
Performativ Partners with Quantfolio to Streamline Advisory-to-Execution Workflow
Copenhagen-based Performativ, a wealth management platform for advisors, asset managers, and family offices, has integrated with Quantfolio, a Nordic SaaS provider of AI-driven investment advisory tools. The partnership embeds proposal generation, portfolio simulation, and execution workflows directly into Performativ.
Point and moneyinfo Partner to Streamline Investment Data for UK Wealth Firms
UK-based firms Point and moneyinfo have partnered to deliver reconciled investment data directly into client portals. The integration aims to ensure that clients and advisors see the same validated figures