Integration to Improve Back Office Productivity for Family Wealth Firms
Golden, Co - Risclarity, a leader in complex system integrations and reporting solutions for family wealth firms, today announced an integration with SS&C Black Diamond® Wealth Platform to connect financial accounting and other critical systems to create a more seamless back office workflows thereby increasing productivity and reducing errors for family offices and wealth advisors.
"We are excited to release this integration of our DataHub platform with SS&C's Black Diamond," said Rick Higgins, Founder and Chief Innovation Officer of Risclarity. "We understand the importance of bringing existing systems and data together into one integrated ecosystem that allows enhanced client-service capabilities and the ability to more easily scale and grow your business."
As family offices and wealth advisors navigate through the pandemic integration and access to data have been the difference between operational excellence and operational breakdown. The Black Diamond integration allows family offices and wealth advisors who use Risclarity’s platform to create robust operational workflows. A direct data connection from Black Diamond through the Risclarity Datahub replaces fingers on keyboards so family offices and wealth advisors can focus on higher value activities.
"Efficient operational workflows are critical for successful family offices and wealth advisors," says Justin Wayne, head of partnerships and integrations for Black Diamond at SS&C Advent. "The integration with Risclarity will help family offices and wealth advisors systematically process investment data with other back office tools."
For more information on how Risclarity integrates with Black Diamond Wealth Platform please see our partner integration page.
About Risclarity
Risclarity fills in the technology gaps family wealth firms face when serving the complex needs of ultra-high net worth individuals and families. We enable firms to simplify complexity so they can scale efficiently and securely.
About SS&C Black Diamond Wealth Platform
SS&C Black Diamond® Wealth Platform is an award-winning, cloud-native solution designed to meet the complex business needs of wealth management professionals and their clients. Complete with performance reporting, portfolio rebalancing, an immersive client portal, and more, the platform also connects to a vast ecosystem of smart integrations.
Risclarity is a financial technology company that provides a personalized technology platform for family wealth firms to digitally manage their business including data collection, display, and reporting across disparate data streams. Included in that service is the customization of the software to the operation modules and workflows of each firm. Our bespoke technology solutions include access to the technology platform, its integration via our consulting services, and operational support for the firms that use our technology. Learn more at risclarity.com.
