Who it's forRoles
Built for everyone in the advice practice.
Advisers, practice managers, support staff and licensees each use Claras differently. Choose your role to see how it fits your day.
Financial advisers
File notes, meeting prep and follow-ups, done in minutes.
Learn more
Practice managers
One template standard, compliance checks and team control.
Learn more
Support staff and assistants
Upload, prepare documents and keep client records current.
Learn more
Licensees
Publish templates and standards to every practice in your network.
Learn more
Try your first file note free.
Sign up in two minutes, record or upload a meeting, and see your first file note. Nothing to install, no credit card required.