Archive
Recorded on August 3rd 2021
About the Moderator
Andy Fox, Family Office Executive
Andy is a wealth management professional with over 35 years of experience. He spent the last 16 years in the family office space as a COO or CFO of single family offices. His expertise is in investment accounting and reporting, operations and administration. Andy represented the first family office to implement the SEI Archway product, which was successfully completed due to his background and experience.
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More about Andy
Prior to working for single family offices, Andy spent 10 years as a Managing Director at US Trust responsible for client service and relationship management for a high net worth client base of over $30 billion in assets under management. Andy also worked at Union Bank of Switzerland and started his career at Goldman Sachs. Andy is currently providing consulting services to single and multi-family offices.
About FundCount
Represented by Ashley Whittaker, President - Global Sales
FundCount is a comprehensive investment management and accounting software solution. It was founded in 1999 and is headquartered in Barbados, with offices in Boston, Toronto, Singapore, and Dubai. Originally developed for the hedge fund market, FundCount has expanded to serve other market segments.
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More about FundCount
FundCount consolidates portfolio and partnership accounting in one system, providing accurate and readily available investment information for analysis and decision-making. It eliminates inefficiencies and minimizes risk through automated tools. It also offers flexible, self-service reporting that allows users to create, customize, and deliver consolidated reports in minutes right from their desktop. FundCount’s global offices provide over 16 hours of daily support.
Today, single and multi-family offices, fund administrators, private equity firms, and hedge funds worldwide rely on FundCount for accurate, timely information and flexible reporting. It empowers clients with the tools they need to grow, offering a unified solution for portfolio accounting, partnership accounting, general ledger reporting, investor portal, and data aggregation.
About WealthHub
Represented by Jim Marks, CEO
WealthHub is a financial technology company that provides enterprise solutions for fiduciary management. Founded in 2014 and headquartered in Plymouth Meeting, PA, US, WealthHub’s application automates functions of trust offers or other fiduciary professionals and provides visibility, reporting, controls, and compliance assurance for trust company management.
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More about WealthHub
WealthHub’s suite of applications, known for their industry award-winning integration, leads to leverage and scale. These applications are brought together in a simple, cloud-based environment. This platform is particularly beneficial for trust companies, offering them a comprehensive solution for managing their operations.
In addition to its core offerings, WealthHub also provides an interactive portal for users. This portal allows users to log in, manage their accounts, and access WealthHub’s services. The company’s commitment to customer success is evident in its provision of support services, available for over 16 hours daily.
Overall, WealthHub is a comprehensive solution for fiduciary management, offering a range of services from automated functions to reporting and compliance assurance.
