Clocr for Financial Advisors / Wealth Managers
Clocr is an intuitive, simple to use, self-service tool that helps people
organize their online line/ social media accounts, important legal, financial, and health information in one place and enables them to set up their beneficiaries.
So, in the event something happens to a user, the assigned beneficiaries can have legal authority (as outlined by RUFADAA) to access/acquire the digital assets.
Unique and way beyond encryption most companies tout about!
Clocr’s patent-pending security digitally shreds the information and distributes the fragments across multiple cloud locations, providing several layers of protection.
Access to Beneficiaries
Allows you to create a co-branded offering for your clients.
Partnering with Clocr is a win-win for Financial Planners because you are already managing your clients’ finances.
Generational Wealth Transfer
Clocr provides a framework for Wealth Managers and Financial Planners to move beyond just managing their wealth and position you to offer an end-to-end solution. You can offer peace of mind to your cleints’ and their families providing you satisfaction, revenue, and a flywheel of new customers.
Value Added Services
Clocr provides a framework for Wealth Managers and Financial Planners to move beyond just managing their wealth and position you to offer an end-to-end solution.
You can offer peace of mind to your cleints’ and their families providing you satisfaction, revenue, and a flywheel of new customers.
Generate Revenue
Allows you to create a co-branded offering for your clients.
Partnering with Clocr is a win-win for Financial Planners because you are already managing your clients’ finances.
What do advisors get
Clocr is an intuitive, simple to use, self-service tool that helps people organize their online line/ social media accounts, important legal, financial, and health information in one place and enables them to set up their beneficiaries.
So, in the event something happens to a user, the assigned beneficiaries can have legal authority (as outlined by RUFADAA) to access/acquire the digital assets.
What do advisors get
Digital Estate
All-in-one “Legacy Planning & Disbursement Platform” for online accounts and digital assets. Pass-on your digital property the legal way.
Digital Vault
Enterprise-grade, ultra-secure digital safety deposit box for your most important information and sensitive documents.
Time Capsule
Our unique time capsule feature can easily collect your memories, messages, values, and pass them on to your selected audience.
Password Vault
Patent-pending, ultra-secure vault for your passwords, master passwords, and bitcoin private keys. We shred the passwords and distribute them across decentralized storage locations.
Beneficiary Management
Never lose sight of who all are counting on you as their beneficiary. Keep track of your responsibilities as a beneficiary to your family, friends, or business partners.
Your Legacy
We know it can be difficult to think about the eventuality. Planning ahead can help ease the burden on your family.
Testimonials
Clocr’s patent-pending security digitally shreds the information and distributes the fragments across multiple cloud locations, providing several layers of protection.
Wealth managers have devoted significant time to the transfer of assets but think about the value added by assisting in the transfer and preservation of memories and stories. With more information, including very important family photos and documents, being stored digitally there will be a growing need to pass down this data. The days of going through a family album or opening a shoebox of photos are going away.
The world needs Clocr. It solves planning aspects of asset transition and organization in death for the modern world. Enabled through blockchain and cloud technologies, the tool provides an elegant solution to what can be a very painful process. Today, sorting through wills, trusts, and assets after death often create havoc in friends and families that are already grieving.
Not sure where to start? We can help.
Answer a few simple questions to find out which plan is right for your unique life situation.
