Family Wealth Report FinTech Survey: Family Office Technology
Your responses are greatly appreciated.
Email
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example@example.com
Which type(s) of software technology are you most interested in seeing at future conference sessions? (Choose all that apply)
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Accounting
Performance Reporting
Alternative Asset Data Aggregation
Document Management
Other
If you chose "other" for question one, please specify:
Of these vendors, which are you most interested in seeing a demo? (Choose up to six)
360 Privacy
Addepar
Advyzon
AgilLink
Annapurna Security
Arch
Asora
Asset Vantage
Bill.com
Black Diamond
BPM
Canoe
Caissa
Eton Solutions
K1x
KnowLedger
Masttro
Omega Systems
Polaris Risk
Private Wealth Systems
Risclarity
Risk Strategies
Sage Intacct
Sandbox
SEI/Archway
SS&C
Sumit
Summitas
Truewind
Vyzer
Other
If "other" was in your responses for Question 2, please share the tech company you would like to see perform a demo:
Is there a particular topic, or one of great specificity you would like to see shared in an expert panel or roundtable that is not on the Summit schedule?
Which single-day conference model do you prefer for vendor introductions to technology solutions:
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A few, lengthy, in-depth technology demo sessions
Several or many, shorter, fast-paced product introductions
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