Clocr for Wealth Managers & Financial Advisors
Comprehensive Digital Legacy & Emergency Planning solutions for your clients.
Female Advisor Network (FAN) partnered with Clocr to bring state of the art digital legacy solution to your clients.
Help your clients consolidate, track and pass on their digital ASSETS the legal way.
- RUFADAA Compliant
- Patent-pending Security
- Dashboard to manage multiple clients
- In Case of Emergency vault
- Simple and easy-to-use client/agency interface
- Extensive reporting, messaging, and audit trail
Clocr’s patent-pending security digitally shreds the information and distributes the fragments across multiple cloud locations, providing several layers of protection.
Grow your business.
Ride the digital
Get ahead of the competition and offer next-gen digital legacy solutions that align with the needs of current and future generations.
Clocr’s flagship Estate Management for Digital Assets (EMDA) service is an easy-to-use online platform that helps you establish and manage your client’s digital estate.
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.
– Rob Schultz
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.
– Jordan Hefferan
Digital Legacy Services that set you apart!
Build Multigenerational Client
A consolidated view of your clients’ digital assets gets you visibility and easy access to their nominees, allowing you to extend your offerings beyond first-level contacts.
Solution with features to match
The enterprise portal is built for advisors of all sizes. Create multiple offices and attach advisors to them. Wide range of client management options for tagging your clients as private or shared. Detailed audit trail, extensive reporting, messaging and 360-degree view of your client’s portfolio.
Anytime, Anywhere Command and
Mobile-ready workflows and Clocr’s admin dashboards allow you to easily manage and track multiple clients from a single account. Easily access client and nominee details for quick control and reconciliation.
Easy to Setup
Easier to Manage
- Register: Create your business account and set up your fellow advisors.
- Request: Invite clients to sign up for Clocr using our pre-defined templates. Your client can grant you access to their portfolio.
- Relax: Ensure your client’s portfolio is complete and their nominees are set up.
Commonly Asked Questions
Clocr, short for Cloud Locker, is an ultra-secure cloud-based safe deposit box for your most valuable digital documents, accounts, and assets. Our services include all-in-one digital asset management with legacy planning and beneficiary management, password vault, digital vault and time capsule. All features are easy-to-use, secure and easily accessible at any time.
An average digital native (anyone with an email account), has more than 130 digital accounts. This includes, email ids, social media accounts, subscriptions, digital photo and video hosting platforms, bank accounts, crypto currencies, website domains, accounts to alumni networks, and the list goes on! All these accounts, when combined have immense monetary and sentimental value. Unclaimed/forgotten digital accounts are easy prey for identity theft and fraud. With Clocr, you can not only securely store, organize, and manage all these digital assets, it also allows you assign a beneficiary and legally pass them on, in case of any unforseen tragedy.
Our services include all-in-one digital asset management with legacy planning and beneficiary management, password vault, digital vault and time capsule. All features are easy-to-use, secure and easily accessible at any time.
All your digital accounts and assets form a part of your ‘digital estate’. While a simple solution might be just to keep a list of account credentials “in a safe place”, the fact that they might have the information to access to the accounts doesn’t necessarily mean that they have the legal authority to do so, especially when a website’s Terms of Service do not permit a transfer of ownership. In fact, heirs could potentially be found guilty of “hacking” by trying to access a loved one’s online accounts after he/she is gone, even if it was the individual’s dying wish. Clocr ensures that all your accounts follow the Revised Uniform Fiduciary Access to Digital Assets Act (RUFADAA) of 2015. Clocr follows the RUFADAA guidelines that allow you to create a digital will that is legally-binding to keep your accounts safe now and even after you are not around.
Our top priority is Security:
- We use the highest standard in network communications with 256-bit encryption and automatically encrypt your data.
- We use state-of-the-art cloud providers to ensure round-the-clock on-site security.
- We provide an option for subscribers to choose our proprietary (patent-pending) “Security” that stores encrypted data shreds in multiple geographically located servers for additional security.