Whether checking account balances or just getting in touch, Clear1® gives clients the simplicity and on-demand access of the online technology they use every day.
The result? A first-rate perception of your practice, and a closer connection with you.
Meet modern demands.
A consolidated view of their entire portfolio with at-a-glance account values. Complete integration with custodians and third parties. Secure document storage. And seamless communication with their financial professional.
One login to Clear1® puts a better client experience in one place.
Schedule a demoClear1® securely streamlines all the ways you communicate and do business with your clients.
SendMyDocs
Built right into Clear1®, clients can safely and easily send you important documents—and access them anytime.
Texting
Built-in business texting, so you can communicate with clients in whatever way is most convenient for them.
e-Signature
70% of e-Signatures are returned within 24 hours, on average. It’s a better experience for clients. And faster processing for you.
Clear1® makes financial professionals more accessible than ever. From login to logout, it’s your name, your logo and your headshot clients see. So you’ll stay top of mind with every click.
Schedule a demo
"We love Clear1®!... Clients seem to love the design and having access to statements and other documents is super convenient. I personally really love having the ability to reset passwords or unlock accounts from our office — it is a huge timesaver for us."
Chattanooga, TN
"We love the sleek look and how incredibly easy it feels to navigate. Clear1® is powerful and intuitive and will really help to find information quickly and easily."
Little Falls, NY
"We want simple, easy-to-understand reporting — and Clear1® provides it."
Melville, NY
"Clear1® provides our clients with a clean dashboard where they can instantly view their consolidated account information — with our company logo. The feedback we have had from clients has been very positive!"
Cincinnati, OH
