Asset Vantage joined FOTechHub’s Tech-NEW-logy Institute for a live interview session with Paul McKibbin, featuring Sunil Dalal, Founder & Chairman, UNIDEL, and Nicole Eberhardt, MD, Asset Vantage.

The 45-minute conversation explored how family office technology is moving beyond disconnected tools and operational problem-solving toward enterprise-grade systems built for long-term scale. The discussion covered the evolution of family office infrastructure, the realities of implementation and integrations, and the difference between founder-led and private equity-backed growth models in the family office technology market.

The session also examined why data readiness comes before AI readiness. Speakers discussed how modern family offices need trusted, structured, and accessible data before they can meaningfully apply AI, automation, or advanced analytics across reporting, accounting, and investment operations.

Drawing from Asset Vantage’s origin story and evolution as a Financial Operating System for modern family offices, the conversation highlighted the need for a connected foundation across portfolio management, accounting, reporting, analytics, and the broader technology ecosystem.