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Show Summary

Michael Perez moderates a focused conversation with Advyzon and Mantle—two innovative platforms helping family offices modernize investment reporting, client communications, and private fund operations.

Michael Perez, Managing Director, Family Office Practice, F2 Strategy

Michael Perez brings over 25 years of experience in professional services for the wealth management industry, including senior roles at Grant Thornton LLP, Fiduciary Trust International, and Chase Private Banking. He leads F2 Strategy’s Family Office Practice, advising clients on technology transformation, operations, and digital strategy.

AdvyzonRepresented by Kartik Srinivasan, President, Advyzon International

Advyzon provides comprehensive wealth management technology, as well as investment solutions, for independent financial advisors, financial professionals, and financial institutions. Auria is a new offering from Advyzon that combines portfolio management, customizable performance reporting, trading and rebalancing, web portals, mobile app, CRM, billing, and secure document storage for wealth managers and family offices. It is built to handle the complexities of UHNW clients, including entity management, fractional ownership, and the handling of alternative investments.

Mantle

Represented by Amar Varma, Co-Founder & CEO

Mantle is an end-to-end automation platform purpose-built for Limited Partners managing private fund investments. It streamlines document and workflow management, replacing manual processes and legacy systems with modern infrastructure tailored to the unique needs of family offices and institutional investors. Mantle brings transparency, control, and efficiency to the management of private market data.

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