Dave Petersen speaks with the CEOs of Masttro and Aquilance about how family office reporting and financial administration are evolving—and what that means for operating models, data visibility, and decision-making.
About the Moderator
Dave Petersen, Director of Technology Consulting, Northern Trust
Dave works closely with family offices and private wealth organizations on technology strategy, system selection, and operating model design.
Interviewees
- Jay McNamara — CEO, Masttro
- John Carey — CEO, Aquilance
Systems Featured
Masttro is a global wealth and asset reporting platform built for complex family offices, UHNW individuals, and investment organizations. It delivers real-time, consolidated visibility across assets, entities, and ownership structures through secure, flexible reporting. Over the past year, Masttro has expanded its ecosystem with new integrations, including Arch and Canoe, and launched its AI capability, Masttro Intelligence—signalling a shift toward a more open, connected, and intelligence-driven reporting model.
Aquilance supports family offices and wealth management firms with financial administration capabilities spanning bill payment, cash flow oversight, and consolidated reporting, all underpinned by institutional-grade infrastructure. Founded in 1987, the firm is re-examining how its long-established operating model evolves—reflecting wider industry moves toward greater flexibility in how technology, services, and operational support are delivered.
🌐 Find more information on the program and recordings at fotechhub.com
📩 To connect with the participants, email alex@fotechhub.com
