Welcome to the Client Portal

Contact us to get started today!

Understanding any portfolio, present and past, enables an investor to accurately evaluate investment risk and predict future returns.

FLOCK offers resources and tools to our partners that provide detailed portfolio evaluations, portfolio performance analytics, compliance status, secure methods of transmitting confidential data and a convenient portal for communicating with the FLOCK Team.

Additionally, our finance staff and Chief of Analytics, representing years of experience in underwriting are available to assist our partners in evaluating their business and purchases.

Dashboard*

Transmit Files*

Image

Compliance*

Image

Contact FLOCK

Image
* Contact your FLOCK representative for sign on information and instructions.