Launch an investment platform
that feels effortless to run
ClearCo brings clearing, custody, onboarding, funding, trading, supervision, audit, and reporting into one platform so firms can launch faster, operate more efficiently, and stay compliant.
- $1M+
- 70%
- 5+
annual savings
less manual work
vendors replaced
Automation for the workflows that take the most time
ClearCo helps firms move faster by automating routine work and bringing the highest-priority cases to the top for their teams.
Onboarding that routes itself
Straightforward applications move forward automatically. Only exceptions land in a structured review queue for your team.
Funding reviewed only when it matters
Most transfers keep moving. Risky activity is flagged, summarized, and routed into one workflow so operators can review faster.
Fewer bad trades become ops work
Risk controls and rules catch more issues before they turn into manual cleanup for your team.
Supervision that starts with the right cases
AI-assisted review helps supervisors prioritize alerts, understand why something was flagged, and act faster.
ClearCo's AI platform helps your team move faster
ClearCo uses AI to prioritize, summarize, and attach context so operators can review exceptions faster while staying in control.
High velocity: 6 ACH deposits totaling $58,800 within 24 hours. Each deposit is $9,800 — just below the $10,000 CTR reporting threshold. Pattern consistent with structuring.
Prioritize the right work
Bring the highest-priority cases to the top instead of making teams hunt through every queue by hand.
Add context before review begins
Give operators a faster starting point with summaries, signals, and supporting detail attached to the case.
Human-in-the-loop
AI helps your team move faster, but approvals, rejections, escalations, and investigations still stay with your Registered Reps.
Audit trail
Every review, escalation, approval, and investigation is captured in a clear audit trail.
Why firms choose ClearCo
ClearCo combines clearing and custody with the operational layer firms often have to piece togetheraround onboarding, funding, trading, supervision, audit, and reporting.
Your back office in one place
Onboarding, funding, trading, supervision, audit, and reporting live together, so teams spend less time switching between different tools and providers.
Know what happened, faster
Reviews, approvals, escalations, and investigations remain linked to the activity, allowing teams to respond more quickly with the context already available.
Scale without more manual work
ClearCo's AI platform helps teams organize data, highlight important information, and provide context before review, enabling firms to manage more activity without extra manual work.
Less manual work means more time to grow
See how ClearCo's clearing and custody platform helps firms save time across onboarding, funding,trading, and supervision so they can focus more on growing customer relationships.