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CapitalRock Client Portal
The Digital Home for Your Wealth
CapitalRock Wealth Control Tower brings your recorded assets, liabilities, financial goals and portfolio information into one organized dashboard. Explore reports, market observations and illustrative scenarios for a clearer financial picture.
A Connected View of Your Wealth
Bring financial information from different accounts into one accessible view. Explore recorded assets and liabilities, follow financial milestones, organise documents and access market reports through CapitalRock’s digital platform.
🔒 Encrypted & Secure
📱 Desktop • Tablet • Mobile
📂 Secure Document Vault
🤖 CapitalRock AI Concierge
📊 Market Reports & Insights
Key Features
- Consolidated Wealth Dashboard
- Asset & Liability Tracking
- Goals & Scenarios
- Secure Document Vault
- Portfolio Analytics
- Market Reports & Observations
- CapitalRock AI Concierge
What You Can Do
- Monitor total net worth
- Track assets and liabilities
- Organize financial documents
- Review portfolio allocation
- Monitor financial goals
- Access market reports and analysis
- Explore AI-assisted explanations
Powerful Wealth Intelligence
Explore your financial information through interactive analytics and structured reports. Understand asset composition, recorded exposures and changes over time, with clear data dates, assumptions and limitations.
- Asset Composition Analysis
- Goal Progress Monitoring
- Wealth Reporting
- Exposure & Concentration Analysis
Designed Around Your Financial Life
The Wealth Control Tower makes complex financial information easier to navigate. From reviewing recorded holdings to exploring retirement scenarios and tracking milestones, the platform brings greater clarity to your financial picture.
- Centralized Financial Overview
- Secure Digital Experience
- Reporting Support
- Financial Milestone Tracking
