Summitas integrates with Risclarity to enhance the Family Offices Client Experience.
Press Releases
November 20, 2024

Summitas integrates with Risclarity to enhance the Family Offices Client Experience.

CHARLOTTE, N.C., Nov. 20, 2024 /PRNewswire/ -- Summitas, an innovative client engagement platform for family offices, wealth advisors, and their clients, is pleased to announce a strategic partnership with Risclarity,

bradford

The Bradford Era

Local & Social