Claras.AI
What is Claras?
Claras is an AI-powered assistant designed for financial advisers. It automatically turns your client meetings into detailed, compliant file notes, emails, and insights—within minutes—helping you save time, reduce admin, and stay on top of compliance.
Key Features:
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Instant File Notes – Automatically generate comprehensive, compliant notes from client meetings.
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Meeting Preparation – Summarised insights before you meet, based on past conversations.
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Template Customisation – Build and share note templates across your team.
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Compliance-First – Built to help meet regulatory requirements with audit-ready notes.
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Secure by Design – Hosted in Australia, with SOC 2 compliance and multi-factor authentication.
CPAL Exclusive Discount Code – 25% Off for 3 Months
Use code: CPALVIP
Get 25% off for your first 3 months when you sign up using the code above.
Available exclusively for CPAL advisers.
Pricing Snapshot
Claras offers flexible plans to suit your practice’s needs—whether you’re after occasional support or high-volume usage. Plans include a Pay-As-You-Go option ($50 per month), Unlimited use plans ($139 per month), and tailored Enterprise solutions.
Get Started
Visit claras.ai to explore the platform, view pricing, or activate your trial.
Don’t forget to enter CPALVIP at sign-up to unlock your exclusive offer.