Clocr for Wealth Managers & Financial Advisors
Comprehensive Digital Legacy & Estate Planning solutions such as Advance Directives for your clients
Help your clients consolidate, track and pass on their digital ASSETS the legal way.
Clocr (short for Cloud Locker) is the industry’s leading, all-in-one digital legacy planning platform for ALL DIGITAL ASSETS such as online, social media, crypto custodian accounts and more. Clocr’s solution is RUFADAA (Revised Uniform Fiduciary Access to Digital Assets Act) compliant, with 10 pending patents.
Buy for Your Clients
You are an ADVISORYou can buy heavily discounted Clocr subscriptions and offer them to your clients
Five(5) or more lifetime
subscription - 92% off
$6000 for $500
($100 each additional subscription)
You will be registered as a business owner
You can assign the subscriptions to your clients after onboarding
Buy for Yourself
You are a CONSUMERYou can buy heavily discounted clocr subscriptions and offer them to your friends or family
Two (2) lifetime
subscription - 85% off
$2400 for $300
($120 each additional subscription)
You will be registered as a consumer
You can assign the subscriptions to your family or friends after onboarding
One(1) Lifetime Subscription - 80% off
$1200 for $240
Grow your business.
Ride the digital
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!
Value added Services
Multigenerational Client Relationships
Easy access to nominees allows you to extend your services 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.
- Enterprise portal for advisors
- White/private label options
- Client management tools
- Detailed audit trail
- Extensive reporting
- Simple & easy to use
- Mobile-ready workflows