Integrated Reporting

Via our secure back-office system and client portal we solve your reporting problems for real assets in an uncomplicated way. Our integrated reporting platform can be configured to interface with your system.

Our integrated reporting and technology platform allows you to manage your precious metals assets directly or through your current wealth management account relationships. The Clear Title Account platform delivers:

  • Daily Reconciliation and Valuations of your account.
  • Activity Statements and Trade Confirmations.
  • On-Demand Account Statements that can be viewed and generated for any time period needed.
  • Quarterly Third Party Audit Reports from BDO International of the gold and silver in your account.

We can seamlessly integrate physical precious metals holdings into your reporting software. This integration allows registered investment advisors using the Clear Title Account platform to buy, sell and store physical precious metals and to automatically stream all data from a client’s holdings into their reports. With the web-based interface you are able to:

  • View the precious metals allocations alongside an overall investment portfolio.
  • Reconcile precious metals allocations on a daily basis.
  • Value precious metals allocations on a daily basis.
  • Integrate precious metals allocations on client statements.
  • Integrate precious metals allocations into performance reports.