Deliver trusted, personalized advice
at scale
Cut 40% of prep time on reviews, briefs, and client meetings — while strengthening compliance and consistency.
The Challenge for Wealth Teams
Advisors face a flood of scattered data — CRMs, custodians, emails, call notes.
Prep is reactive, last-minute, and inconsistent. Compliance demands every insight be auditable and defensible. Scaling personalized service across hundreds of clients feels impossible.
Advisor Briefs: Meeting Prep in Minutes
Auto-generated from CRM notes, call transcripts and custodian data.
Cut prep time by 40% while surfacing red flags.
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Client Mindmap: Risks & Goals at a Glance
Visualize portfolio concentration, liquidity, and life events.
Spot shifts instantly and reframe conversations with clarity.
Smart Tables for Portfolio Comparison
Align positions, performance, and fees across accounts or providers.
Surface similarities & differentiators, and instant benchmarking signals.
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Life Event & Red-Flag Detection
Continuously monitor client inputs and external feeds
Highlight contradictions, anomalies, and compliance triggers in real time.
Advisor Q&A Copilot
Ask in plain English.
Get answers from firm systems, client records, and third-party content with traceable sources.
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“With Clarista, our advisors cut prep time in half and deliver more consistent, auditable advice. Clients notice the difference.”
Ready to See Clarista in Action?
Transform advisor workflows with decision-ready intelligence.
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