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GILBERT, Ariz, Jan. 19, 2021 /PRNewswire/ cleverDome, Inc.™, a Phoenix-based B-Corporation that provides a community-driven solution to protect confidential consumer information by taking that information Under the Dome
TM (i.e. secure and off the open Internet), today announced an agreement with Silver Oak Securities, Inc. to move its entire partner and advisor business Under the Dome, using the unique service provided by cleverDome. Silver Oak Securities is a rapidly growing firm based in Tennessee that has 130 offices across the U.S.
cleverDome Some wealth management firms have historically relied upon legacy processes and a technology adoption rate that lagged other industries, said Michael Hallett, CEO, cleverDome. Recent events have drastically disrupted the market, catapulting advisors into a more remote and work-from-home model of interacting with clients. With face-to-face meetings not possible, advisors adapted quickly
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