In the following video, Greg Silverman from ClarityEdge talks about how you can bridge the gap on leveraging best of breed approach that can allow a firm to focus on key operational areas and how KnowLedger plays a key role on creating the integration between solutions.
ClarityEdge, is a consulting firm that understands that each client is unique and their needs are specific to the family office. Solutions are tailored to meet these needs, providing custom reporting, automation, and integration services that are designed to streamline operations, increase efficiency, and empower clients to make informed decisions. By building unique solutions for each client, they strive to bring clarity, allowing them to focus on what truly matters – growing wealth and achieving goals.
KnowLedger is a data service that moves data from portfolio accounting systems and custodians with a rules-based approach that ensures accuracy, completeness, and data confidence. Our team works closely with you to establish mappings and data flow.