This episode brings together two very different generations of family office technology. One platform has been around for nearly 50 years. The other was built in just the last year for today’s private markets.

Christi Van Rite moderates a conversation with Bridge and AgilLink, exploring what starts to break as family offices grow, why private investments remain operationally difficult, and the real trade-offs between experience and innovation in family office systems.

Moderator

Christi Van Rite, Founder, White River Consultants

Interviewees

Asher Adler, MBA — SVP & Head of Product Management, AgilLink
Alex Goodwin — Co-Founder & CEO, Bridge

Systems Featured

Bridge is building an AI-driven operating system for private-markets investing, automating onboarding, document management, and reporting to reduce operational friction and improve execution for allocators.

AgilLink is a cloud-based accounting and bill-pay platform designed for family offices and high-net-worth service firms, combining multi-entity accounting, embedded banking, and controlled approval workflows. Its Connect to Bank capability automates daily balance and transaction feeds, eliminating manual uploads and improving cash visibility.

🌐 Find more information on the program and recordings at fotechhub.com
📩 To connect with the participants, email alex@fotechhub.com

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