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

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