Risclarity is proud to have been named the winner by the judges in the 10th Family Wealth Report Awards program in the technology vendor category, onboarding.
Rick Higgins, Lesley Higgins, Kindra Evensen, and Valicity Hohl attended the event on Risclarity's behalf.
Risclarity, a leading wealth management industry participant servicing the North-American family office and family wealth industry, has been selected as a winner in the Best ‘Onboarding’ category at the Tenth Annual Family Wealth Report Awards 2023 program.
Risclarity's onboarding tool improves the efficiency of the onboarding process, reduces error, and results in increased account security. The integration possibilities with CRMs and DocuSign further facilitate business processes and reduce the overall onboarding time.
The annual Family Wealth Report Awards program recognizes the most innovative and exceptional firms, teams, and individuals serving the family office, family wealth, and trusted advisor communities in North America.
Stephen Harris, ClearView Financial Media’s CEO, and publisher of Family Wealth Report, was first to extend his congratulations to all winners and highly commended companies "Every category winner and highly commended firm has been subjected to rigorous and independent judging process and be rightly proud of the success they have achieved this year. "We have seen a marked increase in entrants and interest in all our global awards programs and Family Wealth Report is no exception. I offer my congratulations and best wishes for the future to all winners and highly commended firms - they are all worthy recipients who join the elite list of wealth management professionals who form the global elite of Family Wealth Report Award winners".
Winners and highly commended companies were announced on 4 May 2023 at the Gala Ceremony at the Mandarin Oriental Hotel in Manhattan, New York.
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.