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Alta Montclair Portal -Complete SaaS Solution for Financial AgenciesAlta Montclair Portal -Complete SaaS Solution for Financial Agencies
  • Home
  • Alta Montclair Portal
    • Portal Features
    • Portal Overview Video
    • Pricing
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Rocky Rocamora

Co-Founder / Industry Expert

A Few Words About Rocky

Rocky is a veteran of the Financial industry in Silicon Valley with many years of management and executive experience. Over the years, Rocky co-founded other start-up companies specialized in providing financial services and solutions to the retirement community of public employees.

As a co-founder of Alta Montclair, Rocky brings his vision of unifying all players in the industry into one system that provides solutions to Financial Agencies and Institutions, and ultimately a better service to their clients. His deep understanding of the pain points of the retirement system is guiding us in search of the perfect and comprehensive solution.

Professional Skills

Financial Services 85 %
Management 90 %
Sales 80 %
Marketing 70 %
Information Technology 65 %

What people think about Alta Montclair

  • Do not waste time looking for a solution. There’s no comparison to Alta Montclair Portal. Its power and flexibility are  incredible…

    Pete Backer
    Alta Montclair Portal User
  • The pleasure I got from using Alta Montclair Portal is unbelievable. I can complete my tasks in minutes comparing to the hours that we spent using other tools.

    Martha
    ECG Financial Services
  • I like that some tasks are done with a couple clicks. I used to spend lots of time organizing records for my clients, now it’s done autoatically – all neatly arranged in the ‘cloud’…

    Ann Whitman
    Portal User
  • We are using Alta Montclair Portal for a while now. Integration with financial data providers helped us to process all transactions in no time…

    Bert Jackson
    ALM Inc.
  • For me, ability to access information for ALL financial advisors in one place is priceless…

    Elisabeth
    Marketing Professional
  • Simple and elegant solution. Dashboards on Alta Montclair Portal let me see status of every agent and for the whole company in real time…

    Nick Dempsey
    Portal Super User

Frequently Asked Questions

What types of Licenses should I choose?

Type and number of licenses depend on the profile of your organization. Generally speaking,

  • For an Agent that works with Clients and maintains their Policies, Contracts, etc., please select Financial Advisor license.
  • For the personnel that needs access to data of different Agents and do certain tasks on their behalf and for the whole Agency, please choose Marketing and Operations licenses.
  • For Users that require unrestricted access to the data of the whole Agency, including Commissions Processing Engine, please select Super User license.

Please review our Pricing Table and you can get an idea about your monthly costs.

What Discounts do you offer?
  • We understand that in the beginning it takes time for new users of the Portal to set up their profiles and upload necessary data. That’s why Alta Montclair offers First Month Free .
  • Additionally, we offer 5% Discount to the companies that decide to pay their balance annually instead of the monthly schedule.
Can I start using Portal right away?

After signing your contract, you’ll be given immediate access to Alta Montclair Portal for all appropriate licenses. Please note that it will take some time for users to set up their profiles and to upload necessary data. If you need help with data migration from your previous system, please contact us for a quote.

Where can I store client’s documents and other files?

As part of the package, Alta Montclair Portal gives users unlimited secure cloud-based storage for all documents and other files related to client’s profiles. There is no additional charge for this service. Please note that it applies only to files storage, there’s a limit on the amount of agency database records stored in Alta Montclair Portal. Specifics will be covered in the SaaS agreement.

Do I need any special Hardware or Software?

Alta Montclair Portal is cloud-based. It doesn’t require any additional hardware or software. You can access it from any browser on any device with Internet access.

Are there additional costs?

For users of Alta Montclair Portal, there are no additional costs. Everything is included into monthly fees according to the Pricing table. Basic customization during setup process is also included into the price. If you need help with data migration and specific modification that requires some development effort, please contact us for a quote.

Is support included?

Support is included as part of the regular contract. We also provide initial customization of your Portal. If you have specific needs that require a development effort, please contact us for a quote.

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Contact Info

  • Alta Montclair
  • 481 N Santa Cruz Ave #185, Los Gatos, CA 95030
  • 1-866-641-8477
  • 1-419-593-1349
  • info@altamontclair.com
  • https://altamontclair.com

One Client At a Time

We understand that your situation is unique. That is why we offer additional services of connecting to your specific Financial Institutions, Data Migration, etc. Watch Demo of Portal Features and see what Alta Montclair can do for you.

Review Portal Features

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From Our Clients

  • Do not waste time looking for a solution. There’s no comparison to Alta Montclair Portal. Its power and flexibility are  incredible…

    Pete Backer
    Alta Montclair Portal User
  • The pleasure I got from using Alta Montclair Portal is unbelievable. I can complete my tasks in minutes comparing to the hours that we spent using other tools.

    Martha
    ECG Financial Services
  • I like that some tasks are done with a couple clicks. I used to spend lots of time organizing records for my clients, now it’s done autoatically – all neatly arranged in the ‘cloud’…

    Ann Whitman
    Portal User
  • We are using Alta Montclair Portal for a while now. Integration with financial data providers helped us to process all transactions in no time…

    Bert Jackson
    ALM Inc.
  • For me, ability to access information for ALL financial advisors in one place is priceless…

    Elisabeth
    Marketing Professional
  • Simple and elegant solution. Dashboards on Alta Montclair Portal let me see status of every agent and for the whole company in real time…

    Nick Dempsey
    Portal Super User

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  • Alta Montclair Portal
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  • TPA Services
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  • Contact us
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