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Alan Perl
Director of Client Service and Business Development at Fi-Tek Wealth Solutions. He has been with RockIt Command for 19 years, a technology platform originally built by the Rockefellers to manage complex family office needs.
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Dec 24, 2024
• 34min
Streamlining Family Office Tech: Insights from RockIt and AltExchange (30min Excerpt from Full 1-Hour Episode)
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Alan Perl, Director of Client Service and Business Development at Fi-Tek Wealth Solutions, discusses the innovative technology platforms transforming family offices. He delves into RockIt Command's origins with the Rockefellers and its evolution post-acquisition. The conversation also explores AltExchange's recent acquisition by iCapital, enhancing data management capabilities. Key topics include the challenges of implementing modular technologies and the importance of collaboration in optimizing financial reporting and operational efficiency.
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