Our clients are busy, they are highly sought after, and they need a team that has adopted a technology platform that allows them to communicate with them on their schedule.
Clear Financial Strategies, LLC has invested significantly in technology infrastructure, to support our sophisticated analytical tools, while assuring simplicity of use, yet robust information for our clients.
Upon engagement, you and your entire advisor team are invited onto our state-of-the-art collaboration platform where all parties can exchange ideas, documents and video conference in a secure manner. Gone are the days of complicated meeting schedules, travel time and expense, etc., in order to have all parties able to collaborate in a meaningful fashion.
Our clients also love our online client portal where they can view all of their accounts, including those held elsewhere1, see household level, portfolio level and asset level performance2. Our online client portal also contains an online “vault” where vital documents can be stored and selectively shared with other team members (with client approval).