Skip to main content

Welcome to FOTechHub, formerly MyFOTech. Read more.

news

What is FOTech Bulletin?

All in one place, our news bulletin summarises recent developments in the family office technology space. It is published every few weeks.

 

What info do you track?

We include company updates such as M&A, funding rounds, people moves, major clients, expansion into new markets, partnerships, product integrations, updates and functionality enhancements. We do not include industry award wins, list rankings or paid content.

 

Feedback?

Let us know what you think! Email us for any updates, suggestions, who you think we should follow and what is not relevant. We appreciate hearing from you.

 

Bulletin #14

Bulletin #13

CLICK TO READ

 

In this post: #Canoe Intelligence #Eton Solutions #ArtaFinance #TIFIN #Envestnet #Meradia #Accelex #OSYTE #intelliflo #SEI #SSCTechnologies #SCAdvent #Allvue #Elysys #TheTMGroup #leafplanner #K1X #Masttro #Apex #Asora #boostedAI #Dynasty #Sandbox #FASolutions #Wealth.com #Addepar #Landytech #FPrimeCapital #EightRoads #GoldmanSachs #Catamaran #Infosys #EricSchmidt #DSPGroup #BainCapital #BBRPartners #ScoutingCapitalFamilyAdvisors #ACPGroup

Bulletin #12

CLICK TO READ 

 

In this post: #AltExchange #MotleyFoolVentures #BroadhavenVentures #RitholtzWealthManagement #Arch #Accelex #CanoeIntelligence #Fi-Tek #RockitSolutions #Fi-TekWealthSolutions #FoundationSource #PGCalc #SSCTechnologies #GIFTCity #ORCA #Guirbaden #QPLIX #SEIFamilyOfficeServices #AssetMark #TifinGive #FirstRate #Fispoke #1fsWealth #AlbournePartners #CrossCountryConsulting #Workiva #Trustate #Zapier #DynamoSoftware #Magpie #Addepar #Vyzer

Bulletin #11

CLICK TO READ

 

In this post: #iCapital #UBSWealthManagement #GenII #SumItSoftware #Addepar #VistarraByFirstRate #PwC #OpenAI #MercerAdvisors #OptoInvestments #MarcumTechnology #CLA #Trustworthy #Ricoh #SS&CBlackDiamond #Entole #Sattva #AssetVantage #LandyTech #K1x #Vanilla #CanoeIntelligence #InfoGrate #EtonAdvisors #OrionWealthManagement #GreenHill #d1g1t #Alkymi

Bulletin #10

CLICK TO READ 

 

In this post: #AgilLink #Alkymi #Arch #AssetVantage #Canoe #Chronograph #CohnReznick #d1g1t #eMinutes #F2 Strategy #Foundation Source #FundCount #iCapital #iPaladin #K1x #Lukka #Luminary #Mammoth #Mirador #Opto #Portfolio BI #ProTrustee #Qplix #RSM #SoftLedger #Subscribe #Trustate #Vanilla #WealthHub

Bulletin #9

CLICK TO READ

 

In this post: #Mirador #SEI #F2 Strategy #InvestCloud #Canoe #DataSnipper #SS&C #Luminary #Ledgex #Xero #Vanilla #Vyzer #WealthArc #AMPLIFY #Addepar #AltExchange #Juniper Square #Orion #CAIS #K1x #NODE40 #SoftLedger #Altoo #Divizend #ORCA #First Rate #Moonfare #Opto Investments #Portfolio BI #Foundation Source

Bulletin #8

CLICK TO READ

 

In this post: #1fs wealth #Accelex #Aleta #Alkymi #Arch #BitGo #Brassica #CAIS #Canoe #ClarityEdge #Clockwork #Collation.AI #Envestnet #Forest Systems #Foundation Source #GivingPlace #iCapital #InvestCloud #Ledgex #Lionpoint #Marcum #SS&C Technologies #TIFIN Give #Trustate #Venn by Two Sigma

Bulletin #7

CLICK TO READ

 

In this post:  #Accelex  #Addepar  #Alkymi  #Altoo AG  #Amplify Advisory Solutions  #Arch  #Canoe  #Deviate Consulting  #Eton Solutions  #FactSet  #Forest Systems  #Foundation Source  #iCapital  #IQ-EQ  #K1x  #KnowLedger #Ledgex  #Maestro FS  #Mirador  #PBI  #Performativ  #SS&C Advent  #SS&C Black Diamond  #TIFIN  #Trove  #Vyzer

Bulletin #6

CLICK TO READ

 

In this post: #Addepar #Allfunds #Canoe #d1g1t #Eton Solutions #FinLab #Foundation Source #GreenHill Investment Reporting #Mirador #Opto Investments #Shaun Parkin #+SUBSCRIBE #Wealth.com

 

Bulletin #5

CLICK TO READ

 

In this post: #Addepar #AgilLink #Alkymi #BILL #Burgiss #Canoe #Custodiex #F2 Strategy #K1x #Knowledger #MSCI #Opto Investments #Portfolio BI #Proteus #QPLIX #SS&C Salentica #SS&C Technologies #Vanilla #Venn by Two Sigma and K1 insight from Gary Mills

 

Bulletin #4

CLICK TO READ

 

In this post: #Addepar #Alkymi #Allfunds #Asset Vantage #Arch #Backstop Solutions #Broadridge #Canoe Intelligence #Dynamo Software #Foundation Source #iCapital #Ledgex #Luminary #Masttro #Mirador #Opto #PCR Financial Aggregation #Plumb #SS&C Technologies #+Subscribe #TIFIN #Trustate

 

Bulletin #3

CLICK TO READ

 

In this post: #+SUBSCRIBE  #Addepar  #Alkymi  #AltExchange  #Altoo #Asora  #Certuity  #Cresset  #Dynamo #Dynasty Financial Partners  #Entole  #F2 Strategy  #FA Solutions  #FundCount  #iCapital  #iPaladin  #K1x  #Luminary  #Masttro  #Mirador  #Northern Trust  #Oakbrook Solutions  #Orca #PFA Solutions  #Prime Trust  #Proteus  #SEI  #SS&C Advent  #TrustedFamily

 

 

Bulletin #2

CLICK TO READ

 

In this post: #1fsWealth  #Abbove  #Accelex  #Addepar  #Alkymi  #Asora  #Asset Vantage  #BILL  #Brassica  #ByAllAccounts  #Canoe  #Deviate Consulting  #DynamoSoftware  #Entole  #EtonSolutions  #FirstRate #GreenHill Investment Reporting  #InvestCloud  #Matt Sonnen  #NorthernTrust  #Opto Investments  #PCR Financial Aggregation  #Proteus  #PwC  #SS&CAdvent  #TamarindLearning  #Venn by Two Sigma  #WealthVP

 

 

Bulletin #1

CLICK TO READ 

 

In this post: #Addepar #Alkymi #Allvue #AltExchange #Amplify Advisory #Aumni #BILL #BridgeFT #Canoe #Copia Wealth Solutions #Dynasty Financial #Envestnet Tamarac #Eton #First Rate #Harmonate #InvestCloud #Landytech #leafplanner #Luminary #Masttro #Mirador #Private Wealth Systems #Proteus #SEI Family Office Services #SS&C's Black Diamond #SumIt #SYSTM #Venn by Two Sigma #+Subscribe

Register to receive the bulletin as a monthly email.