Show Summary
Cori Rodda moderates a conversation with Vyzer and Asseta. They explore how new platforms are reshaping family office technology. The conversation covers multi-entity reporting, moving beyond QuickBooks, API flexibility, bill pay, and partnership accounting. We look at how AI is streamlining reconciliations and insights, the importance of security and privacy, and whether families are ready for adoption.
About the Moderator
Cori Rodda, President, FWO Accounting & Consulting
Cori Rodda, CPA, is the Founder and Principal of FWO Accounting, with over 15 years of experience in fund accounting. She began her career at PwC and later led the outsourced accounting team at SEI Family Office Services, supporting multi-entity family office clients.
Vyzer
Represented by Litan Yahav, Co-Founder & CEO
Vyzer is an AI-powered wealth-tech platform built for high-net-worth individuals and their advisors to simplify, track, and optimize complex private wealth portfolios. It transforms fragmented financial data into actionable insights through a holistic, digital-first experience. Vyzer offers a comprehensive financial dashboard, automated tracking for traditional and alternative investments, advanced cash flow planning, and document analysis.
Asseta
Represented by Dean Palmiter, Founder & CEO
Asseta AI is an, all-in-one platform for family offices, replacing spreadsheets and disconnected tools. It handles general ledger, accounting, bill pay, banking, consolidations, document management, investment performance, data aggregation, reconciliation, and analytics. Its built-in AI adapts to your workflow to streamline multi-entity financial management.
Speakers
Litan Yahav
As a navy veteran and exited founder, Litan is the co-founder and CEO of Vyzer. He and his co-founders created the company after experiencing firsthand the chaos of managing their own wealth post-exit. Frustrated by manual processes, they built the platform they wished they had: an intelligent infrastructure that automates wealth management and serves as an AI wealth co-pilot. Today, Vyzer provides a powerful operating system for investors and advisors, enabling them to shift focus from reconciling data to compounding capital.
Dean Palmiter
Dean Palmiter is the Founder and CEO of Asseta, an innovative financial management platform built for family offices, investment firms, and other asset managers. With a background spanning accounting, finance, and technology, Dean leads Asseta’s mission to simplify complex, multi-entity financial operations through automation, AI-powered insights, and seamless integrations.
Under his leadership, Asseta has rapidly gained traction with sophisticated family offices worldwide, delivering real-time consolidated reporting, advanced investment tracking, and secure document management. Dean’s passion for solving inefficiencies in legacy systems stems from years of working directly with high-net-worth clients, where he saw firsthand the need for modern, intuitive tools that empower decision-making.
