Blog
What’s happening at Claras.
Stay informed with product updates, company news, and insights on how streamline your financial advice practice.
Tuesday, October 1, 2024
Stuart Riddle
File Notes: The Hidden Gold in Your Financial Practice
File notes are far more than a compliance box to tick—they're the mortar between the bricks of your financial advice practice, filled with golden nuggets of client insights waiting to be discovered.
Thursday, September 19, 2024
Connor Disselkoen
Xplan AI File Note Automation
Discover how financial advisers can streamline their workflow using Claras.ai for automated file notes and easy formatting in Xplan.