Shows
The WealthTech PodcastDrowning in Data - Can AI Save Family Offices | Dean Palmiter, Asseta AIAI, Data, and the Modern Family OfficeIn this episode of The WealthTech Podcast, Mark Wickersham sits down with Dean Palmiter, CEO and Co-Founder of Asseta AI, to explore how AI, purpose-built accounting, and unified data architecture are reshaping the modern family office.Dean shares how Asseta AI is redefining the accounting core for multi-entity family offices, solving a long-standing challenge — fragmented data, spreadsheets, and legacy systems that simply weren’t built for the complexity of private wealth.They dive into the difference between AI hype and true AI-native architecture, why good...
2025-12-0849 min
Family Office Technology HubTech-NEW-logy Institute: Cori Rodda Interviews Asseta & VyzerFull Episode is available on our members podcast: Listen HereShow SummaryCori Rodda moderates a conversation with Vyzer and Asseta. They explore how new platforms are reshaping family office technology. The conversation covers multi-entity reporting, moving beyond QuickBooks, API flexibility, bill pay, and partnership accounting. We look at how AI is streamlining reconciliations and insights, the importance of security and privacy, and whether families are ready for adoption. Cori Rodda, President, FWO Accounting & ConsultingCori is a CPA and the founder of FWO Accounting. She specializes in family office accounting and operations, with...
2025-08-2529 min