Golden Colorado – Risclarity, a boutique technology provider for complex family wealth firms, today announced an integration with Summitas, a leading digital client engagement platform for family offices, wealth advisors, and their clients. This collaboration creates a best of breed technology capabilities connecting family wealth firm’s investment and financial data to their digital client engagement portal for enhance client interaction and increased operational efficiency.
“The ability to integrate multiple data sources into one cohesive client digital platform is critical for family wealth firms,” said Rick Higgins, Founder and Chief Innovation Officer of Risclarity. “By integrating with Summitas, we are creating a best of breed technology option for family offices looking to provide a modern, digital experience for their clients.”
In today’s fast-paced wealth management environment, family offices face the challenge of managing complex financial data while maintaining an exceptional client experience. The Risclarity-Summitas integration solves this problem by automating data flows and providing a unified view of a client’s financial picture. The integration of Summitas’ customizable, secure client portals with Risclarity’s aggregation and reporting capabilities ensures that family offices can deliver timely, accurate information to clients, boosting transparency and engagement.
Bill Wyman, President of Summitas. “This partnership allows us to provide family offices with a seamless, comprehensive solution that enhances the way they deliver insights to their clients. By combining our secure client portals with Risclarity’s data aggregation and reporting, we empower family offices to offer better service and scale their businesses more effectively.”
The integration between Risclarity and Summitas enables family offices to access and share critical financial data securely, creating a more efficient and collaborative environment for wealth advisors and their clients. This seamless data flow minimizes the risk of errors and empowers firms to focus on delivering high-value client service.
“Operational efficiency and data security are paramount for successful family offices,” said Wyman. “This partnership ensures that family offices can easily share financial data with clients through Summitas’ portal, while Risclarity handles the aggregation and reporting processes behind the scenes. Together, we are enhancing the client experience and providing family offices with the tools to grow and scale their operations.”
Learn more about how Risclarity integrates with Summitas.
About Summitas
Summitas Platform® is a secure client engagement environment that empowers families and wealth advisory firms to serve clients through a custom-branded portal that simplifies communication and protects privacy with advanced cryptography and layered security.
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.
