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Flexible Reporting Configured to Your Needs
Clearbrook offers a robust menu of reporting capabilities that you can configure to your needs and those of your clients. And all reports can be private-labeled with your firm's brand. For your clients: Daily access to their holdings, account activity and archived performance reports. Now you can serve your clients daily, not just quarterly. For you: Unified account reporting for any group of accounts, registrations and investment vehicles. You can also choose customized portfolio benchmarks, at the account and household levels. |
ADVISOR TIP
Providing your clients with clear, accurate and timely information is critical to building a relationship of confidence and trust. But don't assume "one size fits all." Some clients want a great deal of information, while others require less. Being able to customize reporting to a client's individual needs reinforces the personalized service that is a major competitive advantage for independent advisors. LEARN MORE
Learn more about how we can help you build your business by completing our visitor information form or by contacting:
Toll-Free: 866.921.2231
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