FOX Technology Resource Partner Focus Group - Risclarity
Overview
In this Risclarity-led session, joined by AgilLink, they shared the story behind InvestLink and the challenges it was built to solve. A key focus is connecting and automating investment data into the general ledger, reducing manual entry and strengthening tax preparation and holistic reporting. Together, their partnership delivers secure integration, custodian data aggregation, and comprehensive front-to-back efficiency for family wealth firms.
Carl Knecht, President and CTO, Risclarity
Don Ludwig, Senior Vice President, National Sales Manager, AgilLink
Robert Christie, Vice President, VP, Head of InvestLink, AgilLink
Betty Sanders, Director, Member Services, FOX