Inside the Ecosystem: Family Office Tech, Strategy & Change Management with Sue McDermott, Addepar

In this episode of The WealthTech Podcast, Mark Wickersham sits down with Sue McDermott, Program Director on the Partnerships Team at Addepar, to explore the evolving technology landscape for family offices. With over two decades of experience supporting single and multifamily offices, Sue brings deep insight into how firms are navigating complexity, vendor decisions, and digital transformation.

We dive into the growing importance of integrated ecosystems, the best-of-breed vs. all-in-one debate, and why Excel and QuickBooks are still so pervasive—despite their limitations. Sue shares practical advice on how family offices can better approach technology strategy, including how to avoid failed implementations, build workflows that scale, and improve change management.

🔔 Subscribe for more insights: www.youtube.com/@TheWealthTechPodcast

*Key topics:*
- 01:15 Introductions
- 02:31 Ecosystem Match Making
- 05:55 Choosing between best-of-breed and all-in-one platforms
- 11:17 When (and how) to move off QuickBooks and Excel
- 15:17 Common Family office Technology Mistakes
- 18:57 Trends in AI, document automation, and data standardization
- 25:37 Change Management: Bettering the Odds of Success Tech Implementation
- 32:26 Personal: Best Concert Experience

This is a must-watch for any family office professional rethinking operations, evaluating tools, or building their tech stack for the future.

🎧 Listen to the full podcast: https://www.buzzsprout.com/2392677/episodes/15763252

📢 Connect with Us:
🔗 Susan McDermott: https://www.linkedin.com/in/susan-mcdermott-3277883/
🔗 Mark Wickersham: https://www.linkedin.com/in/markwickersham/

*About The WealthTech Podcast*
The WealthTech Podcast is a bi-monthly interview series hosted by Mark Wickersham. Each month we present conversations with various industry leaders that focuses on the challenges family wealth firms face with technology, people and process. The podcast is produced by Brad Oliver.

The WealthTech Podcast is brought to you by the generous support of Risclarity. Risclarity fills the technology gaps family wealth firms face when serving the complex needs of ultra-high net worth families.

*Susan McDermott*
Susan McDermott is the Program Director on the Partnership team at Addepar. Sue focuses on partners that offer a range of family office services. Sue has spent the majority of her career in the investment and wealth management fields and has extensive experience in technology and operations management.

*About Addepar*
Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Addepar's open platform integrates with more than 100 software, data and service partners to deliver a complete solution for a wide range of firms and use cases.

To learn more about how Risclarity integrates with Addepar please visit https://www.risclarity.com/partners/addepar

*Disclaimer*
The information provided on The WealthTech Podcast is for informational and educational purposes only and should not be construed as financial, legal, or investment advice. All opinions expressed by guests and hosts are their own and do not reflect the views of their employers, affiliated organizations, or sponsors.

The WealthTech Podcast makes no representations as to the accuracy or completeness of any information shared and assumes no liability for any errors or omissions.

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Видео Inside the Ecosystem: Family Office Tech, Strategy & Change Management with Sue McDermott, Addepar канала The WealthTech Podcast