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Charlie Brown

Director of Sales at Private Wealth Systems, a wealth tech firm providing financial reporting and data aggregation for family offices. He specializes in bringing technology to large asset pools and consolidating data for reporting and analytics.

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Sep 11, 2024 • 59min

Family Office Tech Stack: Financial Reporting, Data Aggregation, and AI-Driven Investment Tools

Shaun Parkin, founder of Hall Road Investments, hosts a lively discussion with Charlie Brown from Private Wealth Systems and Haik Sahakyan from Arqa AI. They delve into the fascinating world of family office technology, highlighting the challenges of data integration and the innovative use of AI to automate reporting processes. You'll learn about the importance of data accuracy, the role of advanced analytics in decision-making, and how evolving tools are reshaping investment management. Their insights offer a glimpse into the future of wealth tech!