Clear1® Client Portal

The experience
they expect.

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.

Schedule a demo

Client engagement tools.

Clear1® securely streamlines all the ways you communicate and do business with your clients.


Built right into Clear1®, clients can safely and easily send you important documents—and access them anytime.


Built-in business texting, so you can communicate with clients in whatever way is most convenient for them.


70% of e-Signatures are returned within 24 hours, on average. It’s a better experience for clients. And faster processing for you.

What financial professionals say.

"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."

Alana L.

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."

Chris V.

Little Falls, NY


"We want simple, easy-to-understand reporting — and Clear1® provides it."

Bill B.

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!"

Dionicio T.

Cincinnati, OH

Ready to exceed expectations?

Schedule a demo