Clear Trail Advisors

Finance

Free · Designed for iPad. Not verified for macOS.

The Clear Trail Advisors mobile application provides authorized clients with secure, convenient access to their financial portfolio and key account information through a simple, intuitive interface. Clients can view portfolio balances, investment performance, account holdings, and other important financial details anytime, anywhere. The app is designed to support clarity and transparency, helping you stay informed and connected to your financial plan. Clear Trail Advisors is an independent wealth management firm based in Houston, Texas. The firm serves high net worth families with a focus on retirement planning, income focused portfolio construction, and tax efficient strategies tailored to the needs of the “millionaire next door.” Clear Trail Advisors is led by Chairman Randy Price, CEO Matt Price, and President Matthew Kerns, and is committed to delivering objective, fiduciary advice. Requirements: You must be an authorized Clear Trail Advisors client with approved access to the mobile application. Access credentials are provided by Clear Trail Advisors. If you would like to request access or have questions regarding eligibility, please contact Clear Trail Advisors directly.

Ratings & Reviews

  • 5.0
    out of 5
    5 Ratings

The developer, Clear Trail Advisors, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Used to Track You

    The following data may be used to track you across apps and websites owned by other companies:

    • Usage Data

  • Data Linked to You

    The following data may be collected and linked to your identity:

    • Financial Info
    • Contact Info
    • User Content
    • Identifiers
    • Usage Data

  • Data Not Linked to You

    The following data may be collected but it is not linked to your identity:

    • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Accessibility

The developer has not yet indicated which accessibility features this app supports. Learn More

Information

Seller
  • Clear Trail Advisors, LLC
Size
  • 145.4 MB
Category
  • Finance
Compatibility
Requires iOS 12.4 or later.
  • iPhone
    Requires iOS 12.4 or later.
  • iPad
    Requires iPadOS 12.4 or later.
  • iPod touch
    Requires iOS 12.4 or later.
  • Mac
    Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
  • Apple Vision
    Requires visionOS 1.0 or later.
Languages
  • English
Age Rating
4+
Copyright
  • © Black Diamond Wealth Platform
  • Developer Website
  • Privacy Policy