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Heather Larsen
Client Services Associate - Enrollment at Risclarity
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Work Experience
Client Services Associate - Enrollment
Jul 2021 - Present · 3 years and 5 months
Assistant Manager
Feb 2019 - Aug 2021 · 2 years and 6 months
Analyst
Mar 2017 - Feb 2019 · 1 years and 11 months
Company Details
11-50 Employees
Risclarity fills in the technology gaps family wealth firms face when serving the complex needs of ultra-high net worth individuals and families. We enable firms to bring together disparate data sets, scale their operations and provide comprehensive client reporting. We take an innovative approach to simplify complexity so our clients can scale efficiently and securely.
Year Founded
2013
Social Media
LinkedinFacebook
Industry
Software Development, Other Investment Pools and Funds, Finance and Insurance
HQ Location
25107 Genesee Trail Rd. Golden, CO 80401, US
Keywords
Combined G/L and Portfolio Accounting MappingPortfolio Reporting For Family OfficesData ReconciliatioData Aggregation Across PlatformsData ManagementBack Office SolutioMulti Currency Reportingwealth managementaccounting and reportingseamless communication
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