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Stay informed with product updates, company news, and insights on how streamline your financial advice practice.
Featured
Reinvest efficiency gains into your advice practice
Rasiah Private Wealth Management shows that smarter workflows do more than trim costs – they free advisers to dig deeper, move faster and deliver a richer client experience. By pairing quarterly ‘sprint’ meetings with Claras-powered file notes and strict cyber-security checks, the team turns every efficiency gain into time and insight their clients can feel.
Claras Enterprise
Claras’s Enterprise add-on gives larger teams the tools they need to scale with confidence.
Claras is now SOC2 certified — what that means for you
SOC2 is a globally recognised standard that verifies how we protect client data across our systems and processes. Here’s what it means for your practice, what it took to get here, and why it matters for every adviser who relies on us.
Diamonds in the Digital Age: Safeguarding Your Practice's Most Valuable Asset
Cybersecurity expert Fraser Jack talks about treating client data like diamonds, noting that security is predominantly a human challenge, despite technology-focused budgets. With data breaches being "when not if" scenarios, practices need cyber insurance, staff training, and documented response plans.
Smarter Client Meeting Prep
Preparing for client meetings can often feel like a juggling act—gathering information, structuring agendas, and ensuring follow-up all take time away from building relationships and delivering value. Claras helps you prepare smarter, stay organised, and create exceptional client experiences.