Reporting made simple
Our integrated reporting and technology platform empowers you to manage your precious metals assets, either directly or through your existing wealth management accounts. By using the Clear Title Account platform, you gain access to a wide range of powerful features, including:
- Daily reconciliation and up-to-date valuations of your account, ensuring you always know the status of your holdings.
- Detailed activity statements and trade confirmations for every transaction, keeping you fully informed.
- On-demand account statements that you can view or generate for any time period you choose, giving you complete flexibility.
- Semi-annual third-party audit reports from Bureau Veritas, verifying the gold and silver held in your account for maximum transparency.
Web-Based Interface
Additionally, we seamlessly integrate your physical precious metals holdings into your reporting software. This integration enables registered investment advisors to buy, sell, and store physical precious metals with ease. Moreover, the platform automatically streams all data from a client’s holdings into their reports, making the process even more efficient. With our web-based interface, you can:
- View your precious metals allocations alongside your entire investment portfolio, ensuring a complete overview of your assets.
- Reconcile your precious metals allocations on a daily basis, providing you with the most accurate account information.
- Value your precious metals holdings daily, ensuring you know their current worth at all times.
- Integrate these precious metals allocations directly into client statements, offering a comprehensive and seamless experience.
- Include precious metals allocations in performance reports, allowing you to assess the impact of these holdings on your overall financial strategy.
Our integrated reporting platform ensures that managing your precious metals is seamless, efficient, and fully aligned with your overall investment strategy. Whether you need real-time valuations, daily reconciliations, or comprehensive performance reports, our platform consolidates all your financial data in one place. With features like on-demand account statements and third-party audits, you gain full transparency and control over your assets. This solution empowers you to make informed decisions and keep your portfolio on track with ease.
