Deliver Trusted, Personalized Advice at Scale
For RIAs, private banks, and family offices, Clarista helps your teams cut up to 40% of prep time for portfolio reviews, research notes, and client meetings, all while strengthening compliance and delivering consistent, confident client experiences.
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Unified, Governed Data Backbone
Turn fragmented systems into a single source of truth that advisors can rely on.
- Sync-Bus keeps every system aligned — ensuring real-time coherence across all client data.
- Unified View gives one truth for every client — eliminating duplication and guesswork.
- Zero-Copy architecture — data never leaves your secure environment.
- Compliance-ready reporting — built-in governance and cataloging support audit and oversight needs.
- Governed and cataloged by design — every dataset is governed, cataloged, and traceable by default.
Advisor Insights That Drive Client Outcomes
Clarista turns governed data into actionable intelligence that supports deeper client engagement:
- Wealth Map — instantly reveal asset patterns and financial relationships.
- Household 360 — connect every relationship, entity, and account.
- Client Briefs — generate personalized, ready-to-share summaries in minutes.
- Market Pulse — daily insights, commentary, and trends tailored to your book of business.
- Real-Time Q&A — ask intelligent questions and get secure, context-aware answers, and no external AI sharing.
The Challenge for Wealth Teams
Scattered data and manual compliance tasks trap advisors in reactive workflows. This makes delivering truly personalized advice at scale nearly impossible ... ... until Clarista.
Advisor Briefs: Meeting Prep in Minutes
Clarista automates routine preparation so your advisors can focus on relationships:
- Auto-generated from CRM notes, call transcripts, custodian data, and statements, giving a complete, contextual snapshot.
- Tailored for RIAs and family office workflows, ensuring every review starts with clarity and confidence.
- Cut prep time by 40% while surfacing red flags and key opportunities.
Real-Time Q&A on Sensitive Data
Securely ask any question about portfolios, custodial feeds, or market conditions, and get context-rich, traceable answers without exposing data to public AI models.
Life Event & Red-Flag Detection
Continuously monitor client inputs and external signals to support proactive advice and fiduciary standards:
- Designed for RIAs and family offices, with oversight that respects client privacy and strategic nuance.
- Highlight contradictions, anomalies, and compliance triggers in real time, so you never miss the signals that matter most.
Trusted Across Wealth Firms
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