Your tech stack bills like an AUM fee you cannot negotiate

Realistic, with a boundary: firms build the workflow layer (onboarding, billing reconciliation, meeting prep, custom CRM) and keep systems of record (custodial data, portfolio accounting) where they are. AI makes the build fast; Clarista makes it exam-ready with scanned code, access controls, and books-and-records evidence on your own cloud.

Yes, and it is the most common first build. A CRM is forms, pipelines, tasks, and permissions around your data. Describe your firm's actual process and an AI-built CRM matches it exactly, instead of your team adapting to Wealthbox's or Redtail's idea of a pipeline. It runs on your cloud with SSO and a complete audit trail.

Keep them if the depth earns the contract. Many firms find they use these platforms mostly to generate client review packets, and that specific workflow, positions plus performance plus talking points, is buildable in weeks. Firms searching for Addepar competitors are usually looking for exactly that slice.

Better than the subscription stack does, because the evidence is built in. Every app carries its change log, access records, and scan results. When the exam request asks who can access client data and how changes are controlled, your answer is an export, not an archaeology project.

Your CCO gets a per-app evidence view: what it touches, who accesses it, what changed, what the scans found. Clarista supports your compliance program; your policies and counsel still define it.