Please join us on Thursday, December 12th, from 1:30 pm to 2:30 pm CT, for a live interactive webcast with our subject matter expert and FOX Partner, Risclarity.

In this Risclarity-led session, joined by AgilLink, we’ll share 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, our partnership delivers secure integration, custodian data aggregation, and comprehensive front-to-back efficiency for family wealth firms.

Please click on the Register button below to sign up for this webcast. A replay of this webcast will be available to members approximately three weeks after airing.

You may contact the Events Team with any questions at events@familyoffice.com