Tamarac: Your new client portal

By Jamie Everitt, President & CCO March 31, 2018 Insights

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.

TamaracLogo

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.

DISCLAIMER: 
Please  remember  that  past  performance  may  not  be  indicative  of  future  results.  Different  types  of  investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product made reference to directly or indirectly in this  newsletter (article), will be profitable, equal any corresponding indicated historical performance level(s),  or be suitable for your portfolio. Due to various factors, including changing market conditions, the content  may no longer be reflective of current opinions or positions. Moreover, you should not assume that any  discussion or information contained in this newsletter serves as the receipt of, or as a substitute  for,  personalized  investment  advice  from  ClearRock  Capital,  LLC.  To  the  extent  that  a  reader  has  any  questions regarding the applicability of any specific issue discussed above to his/her individual situation,  he/she is encouraged to consult with the professional advisor of his/her choosing. A copy of our current  written  disclosure  statement  discussing  our  advisory  services  and  fees  is  available  for  review  upon  request.