Archive
Recorded on September 21st 2021
About the Moderator
Danielle Roseman, Managing Director Co-Head Lazard Family Office Services
Danielle joined Lazard as part of the recent acquisition of Truvvo Partners LLC into Lazard Family Office Partners. Danielle was previously a Partner at Truvvo, serving as the Head of Operations since 2013. In her role, she is focused on implementing operational processes and enhancing technology systems focused on serving Family Offices. Danielle began her career at Goldman Sachs, serving as an analyst on the Mortgage and Rates Middle Office desk and moving to Goldman Sachs Asset Management, where she was a Vice President on the Fixed Income Operating Officer’s team from 2010-2013.
About iPaladin
Represented by Jill Creager, CEO and Founder
iPaladin is a secure cloud-based digital operating system designed specifically for managing modern single and multi-family offices. It provides a platform that adapts to and enlightens a family office’s overarching strategy, offering customizable, secure, and data-smart solutions. iPaladin aims to unify and enlighten where others fragment and silo, allowing users to master complex trust and estate administration with confidence and transform regulatory challenges into strategic advantages.
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More about iPaladin
The platform is comprehensive, integrating owners, entities, assets, advisors, transactions, reporting, compliance, deadlines, and decisions into one system for easy management of complex family office networks. It’s efficient, lowering the time spent progressing work across internal and external roles through personalized dashboards, automation, and guided workflows. This efficiency allows team members to focus on adding client value and building relationships.
iPaladin is also known for its military-grade security, ensuring the business of generational wealth management is protected at scale. The platform’s closed system stores all actions, documents, messages, and more securely, with permission settings that control user access across the network.
Overall, iPaladin is a pioneering technology in family office management, enhancing operations with advanced digital solutions that are comprehensive, customizable, efficient, and integrated, all within a secure environment.
About Solovis (acquired by Nasdaq)
Represented by James Burke, SVP Implementation
Solovis is a multi-asset class portfolio management, analytics, and reporting technology platform designed for institutional investors. It was acquired by Nasdaq and is now part of Nasdaq’s eVestment group. The platform is known for its ability to provide detailed analysis and dynamic data modeling across multiple portfolios and pools of capital. This enables actionable, transparent insights that empower investors from the front to back office.
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More about Solovis
Solovis helps streamline portfolio data operations and offers insights needed to drive portfolio decisions. It provides a single dashboard for modeling, analysis, and reporting, which improves visibility and empowers users to transition from operations to analysis with powerful, easy-to-use report writing tools. The platform is designed to meet the unique demands of multi-asset class portfolio management, eliminating fragmented portfolio views by synthesizing a single platform that allows analysis from all angles.
Additionally, Solovis offers risk analytics capabilities, enabling users to predict performance, assess risk for asset allocation, and forecasting. It also provides a single source of truth for the entire portfolio across all public and private asset classes, efficiently reporting to stakeholders and assessing portfolio risk with bottom-up multi-factor risk exposures, historical scenario analysis, and market stress testing.
