Clarista eliminates data fragmentation to deliver actionable intelligence for wealth firms.

Modern wealth firms operate across complex data environments that span custodians, portfolio systems, documents, and internal tools. Despite heavy investment in technology, many firms still rely on manual processes, reconciliations, and static reporting to answer fundamental questions about clients, portfolios, and risk.

Clarista provides a unified platform that connects, governs, and activates data without compromising control. At its core is a flexible data fabric that either supports a modern data warehouse or connects directly to existing systems using a zero-copy architecture. This ensures data remains owned by the firm and structured according to its needs.

Governance is embedded directly into the platform. Data is classified, catalogued, validated, and controlled at the source, ensuring every figure, insight, and output is explainable, auditable, and aligned to firm policies.

On top of this foundation, Clarista delivers intelligence about the way teams actually work. Rather than limiting insight into dashboards, Clarista supports personalized user interactions through dashboards, natural-language chat, written briefs, summaries, and short audio overviews. Artificial intelligence is embedded throughout the platform, adapting to firm data, workflows, and rules.

The result is faster understanding, greater confidence, and restored data sovereignty. With governance and regulatory requirements built in, Clarista helps wealth firms move beyond static reporting to intelligence that is compliant, explainable, and actionable.