Portfolio oversight built around risk, not guesswork
Clear Stowment combines continuous monitoring, configurable stop-loss logic, and clear reporting so retirement portfolios stay inside the boundaries you define.
Risk exposure tracked without manual review cycles
Rather than relying on periodic check-ins, Clear Stowment evaluates portfolio positions against defined risk thresholds on an ongoing basis. Drift in allocation, volatility spikes, and concentration risk are flagged as they emerge, not weeks later.
This gives advisers and plan administrators a persistent view of where a portfolio stands relative to its intended risk profile, reducing the chance that a slow-moving problem goes unnoticed between reviews.
What's included in the platform
Configurable thresholds
Define stop-loss parameters at the position or portfolio level, aligned to the risk tolerance set for each account or plan segment.
Early notification
Receive alerts when a holding or portfolio approaches a defined boundary, giving advisers time to assess before a rule triggers.
Pattern-aware risk scoring
Underlying models assess volatility, correlation, and drawdown patterns to surface risk that simple rule-based checks can miss.
Clear audit trail
Every triggered rule and adjustment is logged, producing a readable record for compliance reviews and client conversations.
Plan-level grouping
Apply distinct risk parameters across different plan segments or client cohorts without managing separate systems.
Works alongside existing tools
Clear Stowment is designed to sit alongside the systems you already use for custody, trading, and client reporting.
From setup to ongoing oversight
Define risk parameters
Set stop-loss thresholds and risk tolerances for each portfolio or plan segment based on your own criteria.
Monitor continuously
Clear Stowment evaluates positions against those parameters on an ongoing basis and flags anything approaching a boundary.
Review and adjust
Use the audit trail and reporting views to review triggered rules, refine thresholds, and document decisions.
Where these features fit in practice
Managing risk across multiple client portfolios
Advisers overseeing a book of retirement accounts can apply consistent stop-loss logic across many portfolios at once, while still allowing for client-specific thresholds where needed.
Supporting compliance documentation
Plan administrators who need to demonstrate how risk decisions were made can draw on the recorded alert and rule history produced automatically by the platform.
Oversight that spans setup through ongoing review
Clear Stowment is designed to support the practical realities of managing retirement portfolios over time — not just a single point-in-time check. Parameters can be revisited as circumstances change, and historical data remains available for later review.
The goal is to give advisers and administrators a consistent reference point for risk decisions, rather than relying on memory or scattered spreadsheets.
Features, answered directly
Can stop-loss thresholds be set differently for each portfolio?
How does the AI analysis differ from simple rule-based alerts?
Is there a record of past alerts and adjustments?
Does Clear Stowment replace our existing custody or trading systems?
See these features applied to your portfolios
Request a demo to walk through how Clear Stowment monitors risk and enforces stop-loss parameters on a sample portfolio.
Request a Demo