Clarus Financial Planning

Clarus Financial Planning is proud to partner with Wealth Access, Inc., to provide Clarus clients with a digital platform that delivers a clear, complete and simple way for you to view your personal balance sheet from anywhere at any time. See the most recent trades and transactions on your accounts, current portfolio holdings as well as leverage the ability to update your information on the go. The dashboard provides data updated daily to track trends and manage your cash flow.

Intelligent Aggregation links to over 20,000 different institutions through multi-tiered data sources, providing a complete data aggregation engine with the power to bring in all of your assets and liabilities into one secure platform.

This permissions based technology makes it easy to share information and communicate with us to better manage your financial life.
To learn how Wealth Access protects your privacy, please visit
https://v2.wealthaccess.com/Content/policies/WA%20-%20Privacy%20Policy.pdf