GL Link

Adding investment data into your G/L presents several challenges and impacts your ability to serve your clients efficiently and effectively.

Manual, error prone process of converting investment activity into financial accounting data.
Complexities with converting single side investment data into dual side financial.
Cost basis data can be hard to come by.

Risclarity's GL Link bridges the data gap by automating and streamlining the process of adding investment data to your General Ledger.

Implementing GL Link provides your firm with operational efficiencies and improvements that benefit both you and your clients.

Reduce manual entry – No more entry information off of statements into your general ledger.
Resource can be deployed to more client facing activities.
Firms can save 20-40 hours or more each month.
Reduced errors and more consistent data.
More unified technology stack.
Investment aware General Ledger for more efficient tax prep.

Realize additional benefits by combining our DataHub with Consulting Services and/or Operations Support Services.

Our consulting services can help you bring your systems and data together and help you optimize your models and workflows.

Risclarity’s Client Service team can improve the efficiency of your back office allowing your team to focus on higher value client facing tasks.

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