Risclarity Commended in the Onboarding Category at the 9th Family Wealth Report Awards 2022 Program

Risclarity is proud to have been commended by the judges in the 9th Family Wealth Report Awards program in the technology vendor category, onboarding.  

The 2022 Family Wealth Report Awards judges commended Risclarity for its recent integration platform technology innovation that facilitates interconnections with existing systems and data, simplifying the onboarding process. Judges further highlighted the security aspects of the system. 

Showcasing ‘best of breed’ in North-America, the awards have been designed to recognize outstanding organizations grouped by specialism which the prestigious panel of independent judges deemed to have ‘demonstrated innovation and excellence during the last year’.  Each of these categories is highly contested and is subject to a rigorous process before the ultimate winner is selected by the judges. It is this process that makes Family Wealth Report awards so prized amongst winners and commended firms and individuals.

The Family Wealth Report Awards are part of a global program run by ClearView Financial Media and its sister publications WealthBriefing and WealthBriefingAsia, encompassing all of the world’s major wealth management centers.  

Participants around the world recognize that winning awards is particularly important in these challenging times as it gives clients reassurance in the solidity and sustainability of the winner’s business and operating model.

Commenting on the firm’s triumph, Rick Higgins, Chief Executive Officer of Risclarity, said, “ Risclarity’s goal is to help the family wealth industry improve their operations using technology. We are pleased that our onboarding solution has helped our clients and grateful to the judges and the industry for the recognition.”

ClearView Financial Media’s CEO, and Publisher of Family Wealth Report, Stephen Harris, was first to extend his congratulations to all the winners. He said: “The organizations and individuals who triumphed in these awards are all worthy winners, and I would like to extend my heartiest congratulations to the winners and to those who have put so much work into each winning submission.

“These awards were independently and expertly judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which were answered by focusing on the client experience rather than purely quantitative performance metrics.  That is a unique, and I believe, compelling feature.  These awards recognize the very best operators in the North American family office and wealth management space, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process - such that the awards truly reflect excellence in American wealth management.” 

About ClearView Financial Media Ltd (“ClearView”)

ClearView Financial Media was founded by Chief Executive, Stephen Harris in 2004, to provide high quality ‘need to know’ information for the discerning private client community.  London-based, but with a truly global focus, ClearView publishes the WealthBriefing group of newswires, along with research reports and newsletters, while also running a pan-global thought-leadership events and awards program.

About Risclarity

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.