PlansPricing
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.
Unlimited
Most popularPerfect for doing more than 3 meetings a week.
AUD
per month
Plan includes:
- Unlimited File Notes
- $139 / month / adviser (ex GST)
- $39 / month / assistant (ex GST)
- 15% discount if you pay annually
Unlimited
$139 AUD/mo
Pay as you go
$50 AUD/mo
Unlimited
$139 AUD/mo
Enterprise
Custom pricing
Ready to get started?
All plans include a free trial. No credit card required.
$50 AUD/mo
$139 AUD/mo
To me it's like magic - I don't want to even think about my life as an adviser without it.
Brad Mottershead
Financial Adviser, Terry Cross Financial Services
Frequently asked questions
- 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?
- What if I have more questions about client data and privacy?
- How can it help boost the Client Experience (CX)?
- Doesn't automation take away control and de-personalise the client experience?
- Aren't detailed File Notes necessary for accurate record-keeping?
- Won't learning new technology take too long and disrupt my workflow?
- My practice's current tools are sufficient, and switching seems unnecessary.
- Do you offer a free trial?
- Can I talk to someone first? I have more questions.