Clarity with Claras AI. Compliance and Client Care in Minutes.

Redefining the advisory landscape, Claras merges compliance with care. Minimise administrative burdens and maximise client engagement, setting a new
standard in financial advising. All this while keeping your client's personal
information secure.

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Compliant Notes

Crafted for precision and compliance, Claras effortlessly transforms your conversations into ASIC-approved notes, liberating you from compliance constraints.

Xplan Ready

Seamlessly integrate your notes into Xplan. Claras ensures your insights flow smoothly with flawless formatting.

Draft Emails

Refine your client communications effortlessly. Claras drafts emails for you, summarising crucial meeting outcomes and outlining actionable next steps.

Serving More Clients, Effortlessly.

Step into the future with Financial Edge Group. See firsthand how Claras redefined their client relationships and compliance efficiency without compromising on privacy.

Headshot of Martin McGrath

Martin McGrath

CEO & Financial Advisor, Financial Edge Group

Martin McGrath FAAA Winner

Privacy you've been looking for

Processing a meeting with financial information is one of the most private things an AI can do. So we've wrapped Claras in best-in-class privacy standards.

PII Redaction

With Claras, your client's privacy is paramount. Experience peace of mind with automatic removal of personal information, ensuring every conversation stays confidential.

Hosted in Australia

Your data never leaves home. Hosted exclusively in Australia, Claras gives you full command over your information with uncompromising security and accessibility.

Strict compliance

Claras doesn't just comply; it sets the standard. Adhering to the Australian Privacy Act 1988 and employing strict security measures, we offer a fortress of privacy and protection.

See what Claras can do for you.

Unlock Your Practice's Potential with Claras. Book your discovery session and step into a new era of efficiency and compliance.

Book now