Claras is now SOC2 certified — what that means for you

We’ve always said your client data deserves the highest level of protection. Now it’s official: Claras is SOC2 certified.

This isn’t just a badge for us. It’s a reflection of what we care about most — earning and keeping your trust.

Why it matters

For advisers, trust is everything. And it’s not just built in the advice you give — it’s built in the tools you rely on every day to manage sensitive client data.

SOC2 is a globally recognised security standard. It means an independent auditor has reviewed how we store, secure and handle data — and verified that we meet the strict criteria for confidentiality, availability and integrity.

For your practice, it means:

• Confidence your client data is protected
• Assurance that Claras meets the highest standards in data security
• Real-time visibility of our security posture at trust.claras.ai

What it took

SOC2 isn’t something you buy — it’s something you earn.

Over the last few months, we’ve:

• Upgraded our infrastructure to meet rigorous compliance standards
• Reviewed and formalised internal policies across engineering, access control, risk and incident response
• Introduced tighter audit trails and system monitoring
• Passed a full independent audit

To put it another way, we’ve raised the bar on every part of the business, and we’re better for it.

A milestone — but not the finish line

This is a big step forward for Claras, and a signal to every advice practice that we’re serious about doing things right.

We’re here to help you run a high-trust, high-performing practice — and that starts with building a platform you can rely on.

If you’re a licensee, dealer group, or compliance lead, you can find everything you need at trust.claras.ai. And as always, if you want to dig deeper into what we’re doing behind the scenes, just reach out.

Because security isn’t a checkbox. It’s a commitment.