Risclarity

We love it when our clients come see us here in beautiful Golden, CO! Thank you Pathstone for your continued partnership.

Bill Wyman, President of Summitas shares how advisors are having deeper conversations in person by making financial information available online to their clients on The Risclarity WealthTech Podcast.

We are pleased announce that Bill Wyman, President of Summitas is our next guest on The Risclarity WealthTech Podcast. Bill shares his thirty years of experience and insights on a wide range of family office technology subjects and we dive into client digital engagement and adoption. Full podcast can be found here: https://lnkd.in/e2eKyk7u Or on your podcast platform of choice.

In our latest blog post Carl Knecht, President & CTO at Risclarity, breaks down the risk associated with third party vendors, the key reasons why firms should track their vendors in a systematic manner and potential tracking solutions. Full blog post can be found here: https://lnkd.in/eUnrJ28y #RiskManagement #VendorManagement

Happy Eight Year Anniversary to Valicity Hohl! Valicity is Senior Client Relationship Manager and member of the Leadership Team at Risclarity. As our clients will tell you she puts the relationship in Client Relationship. We are lucky to have you on the team and look forward to many more anniversaries. Click on the link below to listen to Valicity discuss what it is like to work at Risclarity, what her typical day is like and what makes us unique. https://lnkd.in/eaC6w_Kx #EmployeeSpotLight

Risclarity has a new YouTube channel! Please check our educational content, mini-podcast, company updates and more. https://lnkd.in/eeGA-9eC Feel free to subscribe as we will be updating and providing new content on a regular basis.

Mark Wickersham discusses with Susan McDermott at Addepar the recent tech trends impacting family offices including alternative investment data management and AI on The Risclarity WealthTech Podcast. #WealthTech #TechTrends #AI

Susan McDermott from Addepar discusses the advantages of best in breed technology approach for family offices on The Risclarity WealthTech podcast.

The next episode of The Risclarity WealthTech Post featuring Susan McDermott of Addepar is now available! In this episode, Mark Wickersham discusses with Sue: - Ecosystem match making - Best in Breed vs. All-In-One - Why Family Offices love QuickBooks and Excel - Common technology mistakes Family Offices make - Tech trends in Family Wealth - Increasing the odds of success with better change management https://lnkd.in/e5DRJBTZ #familyoffices #WealthTech #BestofBreed

Was a reoccurring theme at the Family Wealth Report Family Office Fintech Summit. As our CEO Rick Higgins noted. The problem for family offices using Excel is that the program is “a spreadsheet, not a database,” said panelist Rick Higgins. https://lnkd.in/ehdnmW6x