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Risclarity
Jeremy Herman's Company Details
We have a deep passion and extensive knowledge for the art and science of Efficient Comprehensive Wealth Reporting. We aspire to help the most influential people in the world become better informed in their decision making. Risclarity specializes in integration. We merge unrelated data sources by utilizing our single tenant centralized data hub. This Data Hub creates a homogeneous ecosystem between your disparate systems and institutions. Such integrations include portfolio & partnership accounting, general ledger, CRM, attribution systems, financial institutions, and custodians, Risclarity's technology also offers a complete portfolio accounting system which is built to be flexible and adjustable to suit your complex family structure and reporting needs. We are also capable of filling in the gaps of what your current reporting solution might be missing. Let us support your existing provider by adding part or all of our collection of reports to their standard set. We foster customization via reports, UI integrations, back-end support, information management and data collection. We combine a powerful, secure platform with beautifully designed reports to outdo the industry's current offerings. We provide services ranging from creating a simple custom query, to complex multi-currency performance calculations, Risclarity helps any family office create efficiencies and streamline their processes. Ultimately, Risclarity works with you to ensure your clients are able to view their data as effectively and attractively as possible.