Pricing that works for every practice.
Whether you're a solo adviser or a large team, get the tools you need to focus on what matters - giving great advice.
Pay as you go
A great way to get started.
$50
AUD
per month
Plan includes:
- Includes 4 File Notes per month
- No limit on team size
- Additional File Notes $10 each (ex GST)
Unlimited
Perfect for doing more than 3 meetings a week.
$139
AUD
per month
Plan includes:
- Unlimited File Notes
- $139 / month / adviser (ex GST)
- $39 / month / assistant (ex GST)
- 20% discount if you pay annually
Enterprise
Custom solutions for larger teams.
Contact us for pricing
Plan includes:
- Custom volume-based pricing
- Unlimited File Notes
- Dedicated account manager
- Custom onboarding & training
Pay as you go PAYG | Unlimited Unlimited | Enterprise Enterprise | |
|---|---|---|---|
File Notes | |||
| Notes per month | 4 | Unlimited | Unlimited |
| Live recording | Included in Pay as you go | Included in Unlimited | Included in Enterprise |
| Upload recording | Included in Pay as you go | Included in Unlimited | Included in Enterprise |
| Transcription & Speaker ID | Included in Pay as you go | Included in Unlimited | Included in Enterprise |
| Edit & customize output | Included in Pay as you go | Included in Unlimited | Included in Enterprise |
| Export (Word/XPlan) | Included in Pay as you go | Included in Unlimited | Included in Enterprise |
Templates | |||
| Standard templates | Included in Pay as you go | Included in Unlimited | Included in Enterprise |
| Custom templates | Included in Pay as you go | Included in Unlimited | Included in Enterprise |
| Compliance checks | Included in Pay as you go | Included in Unlimited | Included in Enterprise |
| Agendas | Included in Pay as you go | Included in Unlimited | Included in Enterprise |
Client Tools | |||
| Follow-up emails | Included in Pay as you go | Included in Unlimited | Included in Enterprise |
| Client summary | Included in Pay as you go | Included in Unlimited | Included in Enterprise |
| Meeting history | Included in Pay as you go | Included in Unlimited | Included in Enterprise |
Team | |||
| Template sharing | Included in Pay as you go | Included in Unlimited | Included in Enterprise |
| Additional Advisers | Included | $139/month | Custom |
| Additional Assistants | Included | $39/month | Custom |
| Additional Managers | Included | Included | Included |
Intelligence | |||
| Clarity+ client insights | Included in Pay as you go | Included in Unlimited | Included in Enterprise |
| Template generator | Included in Pay as you go | Included in Unlimited | Included in Enterprise |
| Template refiner | Included in Pay as you go | Included in Unlimited | Included in Enterprise |
| File Note refiner | Included in Pay as you go | Included in Unlimited | Included in Enterprise |
| Email refiner | Included in Pay as you go | Included in Unlimited | Included in Enterprise |
Admin & Billing | |||
| Usage reporting | Included in Pay as you go | Not included in Unlimited | Not included in Enterprise |
| Team billing | Included in Pay as you go | Included in Unlimited | Included in Enterprise |
| Annual discount | Not included in Pay as you go | Included in Unlimited | Included in Enterprise |
| Volume discounts | Not included in Pay as you go | Included in Unlimited | Included in Enterprise |
Security & Compliance | |||
| 2FA | Included in Pay as you go | Included in Unlimited | Included in Enterprise |
| Role-based access | Included in Pay as you go | Included in Unlimited | Included in Enterprise |
| Data retention controls | Included in Pay as you go | Included in Unlimited | Included in Enterprise |
| PII redaction | Included in Pay as you go | Included in Unlimited | Included in Enterprise |
| Australian data hosting | Included in Pay as you go | Included in Unlimited | Included in Enterprise |
| SOC 2 report | Coming soon | Coming soon | Coming soon |
Support & Training | |||
| Chat support | Included in Pay as you go | Included in Unlimited | Included in Enterprise |
| Live webinars | Included in Pay as you go | Included in Unlimited | Included in Enterprise |
| Training resources | Included in Pay as you go | Included in Unlimited | Included in Enterprise |
| Onboarding workshop | Not included in Pay as you go | Not included in Unlimited | Included in Enterprise |
To me it's like magic - I don't want to even think about my life as an advisor without it.
Brad Mottershead
Financial Adviser, Terry Cross Financial Services
Frequently asked questions
Your questions answered.
- Is Claras secure?
- Claras is committed to top-tier security. Logins are MFA protected, and we safeguard your client data with robust industry standards and ensure full compliance with Australian data protection laws.
- Does Claras use my client data for its own purposes?
- Claras redacts all PII (personally identifiable information) before interacting with AI models, so sensitive client information is never shared. Data remains exclusively for service provision and Claras strictly prohibits the use of your data for any other purpose.
- What if I have more questions about client data and privacy?
- We understand that your client data is important, and we are always happy to answer any questions you may have. Please don't hesitate to contact our team for further clarification.
- How can it help boost the Client Experience (CX)?
- Claras captures meeting details while ensuring compliance, freeing up time for personalised client interaction and proactive service. Your financial advisers can focus on what really matters instead of administrative tasks.
- Doesn't automation take away control and de-personalise the client experience?
- Claras empowers, not replaces. It automates tedious tasks like drafting emails, but still allows advisers to inject their personal touch into interactions.
- Aren't detailed File Notes necessary for accurate record-keeping?
- Yes, which is why Claras condenses and structures key points. Its AI summarises discussions, captures action items, and generates compliant File Notes automatically, saving valuable time without sacrificing accuracy.
- Won't learning new technology take too long and disrupt my workflow?
- Claras has a simple, intuitive interface that requires minimal onboarding and easily adapts to existing workflows, minimising disruption and maximising efficiency.
- My practice's current tools are sufficient, and switching seems unnecessary.
- Claras complements existing tech or workflow, including X-Plan. It acts as a powerful add-on, amplifying the potential of existing tools and data, creating a streamlined platform for improved productivity and client service.
- Do you offer a free trial?
- Discover Claras with a complimentary trial that includes 3 free file notes.
- Can I talk to someone first? I have more questions.
- Sure! Book a 15 minute chat with our team and we'll get your account setup on the spot. We're keen to work closely with your practice, and find these calls are great for feedback to make Claras even better.