Easy Reporting

Our simple reporting and technology system helps you manage your precious metals, either directly or through your current wealth management accounts. With the Clear Title Account platform, you can enjoy many helpful features, such as:

• Daily updates and current valuations of your account, so you always know your holdings.
• Clear activity reports and trade details for every transaction, keeping you informed.
• Flexible account statements that you can view or create for any time period you want.
• Independent audits twice a year by Bureau Veritas, confirming your gold and silver for added trust.

Online Access

Also, we make it easy to include your physical precious metals in your reporting tools. This allows financial advisors to buy, sell, and store precious metals without hassle. Plus, the system automatically adds all data about your holdings into your reports, making things even smoother. With our online tools, you can:

• See your precious metals alongside all your other investments for a full picture of your assets.
• Get daily updates on your precious metals to stay up-to-date.
• Know the current value of your precious metals every day.
• Include your metals in client reports for a complete and professional touch.
• Add these holdings to performance reports to see how they affect your overall plans.

Our reporting system makes managing your precious metals simple, quick, and connected to your overall investments. Whether you need real-time values, daily updates, or detailed reports, our platform keeps all your financial information in one place. With features like flexible statements and independent audits, you get full transparency and control. This tool helps you make smart decisions and stay on track with ease.