Clarista for Financial Advisors: Turning Complexity into Clarity

The Rising Pressure on Advisors

Financial advisors are being stretched like never before.

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A McKinsey study shows the share of affluent investors demanding holistic, personalized advice has nearly doubled in just five years. Advisors now manage a record $145 trillion for 68 million clients (IAA). At the same time, eMoney projects a shortage of nearly 100,000 advisors in the next decade.

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More clients, more complexity, fewer hands-on deck. Advisors wake up to 200 unread emails, 40 logins, and clients who expect answers on demand. The risk isn’t just inefficiency; it’s trust lost in a single conversation.

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The Complexity of Modern Portfolios

Today’s portfolios aren’t simple pie charts. They’re layered webs that stretch across custodians, product types, and carriers. They could include

  • Sub-account holdings buried in PDFs
  • Insurance-linked investments like VULs, IULs, and annuities
  • Next-generation products such as RILAs, guaranteed income annuities, defined outcome strategies

U.S. insurers alone manage $1.5 trillion in variable annuity liabilities, part of $4.5 trillion in life and annuity assets. For clients, these aren’t fringe. They’re central. And generic commentary won’t cut it.

Advisors need a way to scale personalization without losing quality.

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Enter Clarista: Built for the Advisor’s Reality

Clarista closes this gap by transforming raw information into decision-ready knowledge.

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A Financial Advisor's Steps in Prepping for A Client Meeting with Clarista in 10 minutes

1. Aggregation Without the Busywork

Clarista ingests brokerage accounts, policy statements, and research — then extracts what matters: account values, sub-account holdings, allocation breakdowns.
No rekeying. No endless scrolling. Clean, structured intelligence in seconds.

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2. Portfolio Intelligence at a Glance

Clarista builds a live view of exposures, allocations, and performance. Then the AI takes it further:

  • Mind maps that decompose portfolios by sector, geography, and top holdings
  • Anticipatory analysis that surfaces answers to likely client questions

Every meeting starts with clarity, not scrambling.

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3. Personalized Briefs for Clients

Instead of one-size-fits-all reports, Clarista produces tailored briefs:

  • Market context tied directly to portfolio exposures
  • Risks and recommendations linked to the client’s actual holdings

Every brief proves to clients: this advice is about you.

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4. Ten-Minute Prep Podcasts

Before each call, Clarista generates a podcast recap — ready to play on the go. These can be straightforward refreshers, panel-style discussions, or even debates with counter-perspectives.
Advisors enter conversations informed, confident, and ready.

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The Competitive Edge in a Shrinking Industry

Clarista delivers the full cycle of advisor intelligence:

  • Aggregation across custodians and carriers
  • Portfolio analysis with AI scaffolding
  • Personalized briefs for clients
  • Audio prep podcasts for advisors

In an industry with rising complexity and fewer advisors, Clarista is the intelligence layer that turns preparation into an advantage — letting advisors spend less time wrestling with data and more time delivering clarity clients can trust.

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See Clarista in action. Schedule a demo to scale personalization, protect trust, and stay ahead.

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