Whether checking account balances or just getting in touch, Clear1 gives users the simplicity and on-demand access of the online technology they use every day.
The result? A first-rate perception of your program, and a closer connection with their financial professional.
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 user experience in one place.
Schedule a demoClear1 securely streamlines all the ways to communicate and do business with clients and members.
SendMyDocs
Built right into Clear1, clients and members can safely and easily send important documents—and access them anytime.
Texting
Built-in business texting, so your team can communicate with clients and members in whatever way is the most convenient.
e-Signature
70% of e-Signatures are returned within 24 hours, on average. It’s a better experience for clients and members. And faster processing too.
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 we love how incredibly easy it feels to navigate even from the first time clients log on. Clear1 is powerful and intuitive and will really help clients quickly and easily find the information they want."
Little Falls, NY
"My clients 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
