Turning Complexity into Clarity for Financial Professionals
Clarista eliminates data fragmentation to deliver personalized, compliant, and actionable intelligence with AI
50+
Sanctions lists
24h
Update frequency
99%
Accuracy
5 min
Setup
2,624
Teams
50+
Sanctions lists
24h
Update frequency
99%
Accuracy
5 min
Setup
2,624
Teams
Results You Can Count On
Without a governed foundation, AI is guesswork and without intelligence, data stays unused. Clarista connects both.
Foundation
A unified data foundation for the entire firm.
Connect custodians, CRM, portfolio systems, internal data and documents into one single consistent data layer without vendor copies and lock-in.
Governance
Built-in trust & control for every dataset
Make every dataset trusted, explained, and auditable, with automated reconciliations, quality checks, access controls and lineage.
Intelligence
AI-assisted next best actions and decisions
Generate personalized insights across portfolios, deals and clients, grounded in governed data & documents, so every output reflects your business context.
Purpose Built for Modern Financial Services
Make complex financial data usable without compromising security or compliance.
Wealth Management
Rapidly integrate custodians and fintech apps, unify client data, and scale personalized advice with AI-generated portfolio & market briefs
Private Markets
Automate deal screening, investor, reconciliations, and investor notices, reducing manual work across deals and investor life cycle.
Insurance
Connect policy, underwriting & claims data to speed submissions, decisions, and cycle time, plus AI podcasts that simplify sales to complex products.
What Clarista Does for You
Decision-ready outputs for financial teams – unified with data Foundation, protected by Governance, delivered through Intelligence.
A unified data foundation for the entire firm.
Custodian + FinTech Unification
Normalize holdings,transactions, positions across platforms.
Wealth
Private Markets
Insurance
Unified 360 Views
Household/account/client views stitched across systems.
Wealth
Private Markets
Insurance
Entity Mastering (Golden Records)
Resolve identities and hierarchies with stewardship.
Wealth
Private Markets
Insurance
Private Markets Data Backbone
Deals, funds, capital calls, notices connected.
Wealth
Private Markets
Insurance
Policy / Underwriting / Claims Linkage
Connect policy, UW, and claims context.
Wealth
Private Markets
Insurance
Federated Metrics (One Definition)
Single, KPI definitions computed across systems
Wealth
Private Markets
Insurance
Built-in trust & control for every dataset
Role-Based Entitlements Preview
Row/column/document controls by role.
Wealth
Private Markets
Insurance
PII/PHI Handling & Redaction
Masking applied across tables, briefs, and answers.
Wealth
Private Markets
Insurance
Audit Trail for Every Output
Sources used, policies applied, reproducible steps.
Wealth
Private Markets
Insurance
Lineage & Provenance
Trace any metric back to systems, fields, documents.
Wealth
Private Markets
Insurance
Data Quality & Reconciliation Checks
Freshness, completeness, break detection visible.
Wealth
Private Markets
Insurance
Controlled Sharing & Export
Approvals, watermarking, expity, access controls.
Wealth
Private Markets
Insurance
AI-assisted next best actions and decisions
Household Review Brief
Meeting-ready summary: perfomance, drift, cash flows.actions-fully cited.
Wealth
Private Markets
Insurance
Portfolio & Market Talking Points
Client-ready narrative and key fron holdings, research, and notes.
Wealth
Private Markets
Insurance
Deal Screening Snapshot
CIM-to-summary: KPIs, risks, red flags, open questions.
Wealth
Private Markets
Insurance
Terms & Documents Comparison
Side-by-side terms with material differences highlighted.
Wealth
Private Markets
Insurance
Cited Q&A Across Docs+Data
Answers in plain English with sources and timestamps
Wealth
Private Markets
Insurance
Exceptions & Watchlists
Breach, anomaly, or change alerts-prioritized by impact.
Wealth
Private Markets
Insurance
Technology and Team, Focused on Your Results
Launch faster, evolve with your business, and deliver efficiently Clarista keeps implementation lightweight, adoption easy, and total cost aligned to the value you realize.
Whether you're outgrowing basic BI tools or seeking enterprise capabilities without the complexity, our platform delivers the perfect balance of power, simplicity and affordability.
“Clarista’s flexibility, efficient implementation, and cost-effective working model made it the ideal partner for our data needs. Their approach has been a game-changer in how we access, manage and consume data across our systems.”
“Clarista’s flexibility, efficient implementation, and cost-effective working model made it the ideal partner for our data needs. Their approach has been a game-changer in how we access, manage and consume data across our systems.”
Jeff Gerson
Managing Director, CIO
Don’t Wait for "Someday" Value
Stop paying for complexity you don’t need See measurable outcomes in weeks, not quarters, with a platform designed to integrate quickly and adapt as you grow.
Plans That Match Your Export Volume
Each plan eliminates specific compliance gaps. No hidden fees.
Essentials
Sanctions exposure eliminated
$99/month
Billed annually · $1,188/year
200 compliance checks / month
Additional checks at $0.50 each
- Sanctions & ownership evaluated pershipment
- HS presence validation per shipment
- Evidence preserved at decision time (audit-grade)
- 2 seats
Advanced
Most Popular
Classification uncertainty eliminated
$349/month
Billed annually · $4,188/year
800 compliance checks / month
Additional checks at $0.40 each
- Classification fixed in shipment context (HS /ECCN)
- Sanctions & ownership evaluated pershipment
- Partner / SKU monitoring (daily batch)
- Evidence preserved at decision time (audit-grade)
- 5 seats
Complete
Full regulatory surface covered
$899/month
Billed annually · $10,788/year
2,500 compliance checks / month
Additional checks at $0.30 each
- Classification fixed in shipment context (HS /ECCN)
- HS preseLicensing indicators evaluated per shipment(US / EU / UK)nce validation per shipment
- Partner / SKU monitoring (daily batch)
- Real-time monitoring alerts
- Destination & embargo controls evaluated pershipment
- Evidence preserved at decision time (audit-grade)
- Priority support (4h SLA)
- 10 seats
Essentials
Sanctions exposure eliminated
$99/month
Billed annually · $1,188/year
200 compliance checks / month
Additional checks at $0.50 each
- Sanctions & ownership evaluated pershipment
- HS presence validation per shipment
- Evidence preserved at decision time (audit-grade)
- 2 seats
Advanced
Most Popular
Classification uncertainty eliminated
$349/month
Billed annually · $4,188/year
800 compliance checks / month
Additional checks at $0.40 each
- Classification fixed in shipment context (HS /ECCN)
- Sanctions & ownership evaluated pershipment
- Partner / SKU monitoring (daily batch)
- Evidence preserved at decision time (audit-grade)
- 5 seats
Complete
Full regulatory surface covered
$899/month
Billed annually · $10,788/year
2,500 compliance checks / month
Additional checks at $0.30 each
- Classification fixed in shipment context (HS /ECCN)
- HS preseLicensing indicators evaluated per shipment(US / EU / UK)nce validation per shipment
- Partner / SKU monitoring (daily batch)
- Real-time monitoring alerts
- Destination & embargo controls evaluated pershipment
- Evidence preserved at decision time (audit-grade)
- Priority support (4h SLA)
- 10 seats
No hard limits. Operations continue beyond allocation at discounted overage rates.
50+ sanctions lists. Classification. Destination control. Real-time alerts. 5 min setup.
