ClearRock is excited to announce a major technology advancement in customer reporting. Beginning with a Summer roll-out, we will be introducing this new robust client portal provided through Envestnet’s Tamarac Platform. Envestnet have been transforming the independent wealth management platform enabling advisors like us to deliver ongoing real time performance reporting to our clients.
In addition to performance reporting, the portal will also provide a secure document vault for document exchange as well as safekeeping. Lastly, this new portal will allow clients to aggregate financial accounts and include non-digital assets such as works of art and collectibles. All of these features will be easily accessible through a customized ClearRock app. A ClearRock team member will be reaching out to help facilitate your access to the new ClearRock portal.
We will continue to update you as we get closer to the roll-out and of course, if you have any questions do not hesitate to contact us.
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