Claras AI File Notes

Fast-Track Your File Notes with AI. Claras is an innovative AI-powered solution designed specifically for financial advisers. We transform the way advisers manage their file notes, turning hours of administrative work into minutes of effortless efficiency. Our mission is simple: to help financial advisers reclaim their time, enhance compliance, and focus on what matters most - their clients. With Claras, advisers can generate detailed, compliant file notes in just 2 minutes, not 20. Founded by a team of finance and technology experts, Claras combines cutting-edge AI technology with a deep understanding of the financial advice landscape. We prioritise data security and privacy, with all processing done locally and stringent measures in place to protect sensitive client information. At Claras, we're not just another tech tool - we're your partner in transforming your practice. Whether you're a solo adviser or part of a larger firm, Claras is designed to streamline your workflow, ensure compliance, and help you serve more clients without sacrificing quality or personal touch. Experience the future of financial advice with Claras - where efficiency meets excellence.