In 2010, Risclarity began with the mission to solve reporting technology for family offices. Today we’ve expanded our technology to serve complex, ultra-high-net-worth wealth management firms. Thanks to partnerships with best of breed technology companies, we’ve expanded to additional reporting, integration between general ledger and portfolio accounting, integration for alternative investments including multi-currency transactions and more. We take a dynamic approach to simplify complexity so our clients can scale efficiently.
Drawing upon our decades of combined experience in family wealth accounting and consolidated performance reporting, we partner with our clients to develop personalized solutions to address potential gaps or limitations in existing reporting systems.
To partner with our clients to provide innovate best of breed technology solutions and expert client service. We strive to optimize and enhance our clients’ existing technology and to act as an extension of their staff.
Risclarity was founded Rick Higgins to solve the complex reporting issues that family wealth firms face. Rick then reached out to former business partners Carl Knecht and Steve Robbins and began work on solving the problems that family wealth firms face in providing consolidated client reporting and getting their various systems to talk to each other. This is at the core of what we do today.
Nearly 15 years later, Risclarity securely handles tens of thousands of accounts for clients large and small. In addition to providing reporting solutions, we also provide integrations to general ledger, alternative investments and portfolio accounting systems making this reporting possible and scalable.
The foundation of our company is our people. Our team has decades of family wealth experience and is made up of intelligent, open-minded individuals who thrive on solving even the most complexity that our clients present.
Client services
Senior Software Developer
Client Services
Client Services
Investment Reporting Data Analyst (Intern)
Client Services (INTERN)
Client Services
Software Developer
Software Developer
Senior Software Developer
Client Services
SQL Data Analyst (Intern)
SQL Data Analyst
UI Design & Marketing
Software Developer
SQL Data Analyst
Quality Assurance and Product Support
Simplifying Complexity: Integration and client reporting solutions for family wealth management.
