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Moderated by Erin Hulse, founder of Deviate Consulting, a software consulting firm specializing in family offices. Erin brings extensive experience in accounting, software implementation, and private wealth.

This episode features Kareem Hamady, CEO and Co-Founder of AltExchange, and Alan Perl, Director of Client Service and Business Development at Fi-Tek Wealth Solutions.

• AltExchange: Simplifies alternative investment reporting with automated data aggregation and enhanced transparency, recently acquired by iCapital to advance data management capabilities.


• Fi-Tek Wealth Solutions: Offers Rockit® Command, a technology platform originally built by the Rockefellers, streamlining multi-generational family office operations with comprehensive reporting solutions.

Discover how these tools are transforming financial reporting, operational efficiency, and data management for family offices.

Summary:

(03:48 ) Speaker introductions

(05:15 ) RockIt Command Overview: developed by the Rockefellers for family office needs, and its evolution after Fi-Tek's acquisition in 2016

(09:18 ) Modularization and integration with Fi-Tek's wider wealth platform

(12:19 ) Implementation challenges: collaboration and co-sourcing

(17:26 ) Modularization trends and challenges with legacy general ledger systems in family office tech

(20:28 ) Data Integration for RIAs and family offices, including alternative investment support

(30:11 ) AltExchange: founding, interoperability, and leveraging AI

(33:55 ) AltExchange Differentiators

(41:59 ) iCapital Acquisition: insights into AltExchange’s integration with iCapital for post-investment reporting capabilities

(47:58 ) Pricing Models

(56:10 ) Future Roadmaps