Monday, June 6, 2025
Claras Enterprise

The Claras Enterprise Add-on is designed for practices and licensee groups that need advanced security, integration, and support to operate at scale. It builds on our standard plans by offering enhanced features and priority services for larger teams.
What is the Enterprise Add-on?
Enterprise gives you additional tools and services to support larger organisations, tight compliance requirements, and more complex integrations and workflows. It’s an optional add-on charged separately from adviser licences.
Billed annually and added to your existing monthly or yearly subscription payments.
Is Enterprise right for you?
This add-on is ideal for:
- Large practices with 20+ advisers.
- Groups requiring enhanced security to satisfy licensee or corporate IT standards.
- Teams integrating Claras into internal systems and workflows.
- Rapidly scaling practices that need tailored onboarding and accelerated rollout.
What’s included?
- SOC2 Compliance Report – Meet partner and licensee requirements with verified controls and independent assurance.
- SSO (Single Sign-On) – Enable enterprise-grade login via Microsoft Entra, Okta, or other identity providers.
- API access – Integrate Claras with internal systems (e.g. CRMs, Salesforce, telephony systems) with our API and integration support.
- Tailored onboarding – Custom rollout plans, team training, and priority migration (e.g. bulk adviser licence imports).
Next steps
Contact us on support@claras.ai to discuss your Enterprise requirements.