Fabric
Clarista Data Fabric is how wealth firms connect, prepare, and organize data for analytics and AI. It addresses the reality that financial and client data lives across custodians, portfolio systems, documents, CRMs, and internal tools.

Firms can deploy Clarista in two ways. Clarista can help design and operate a modern data warehouse environment, or it can connect directly to existing systems using a zero-copy architecture that leaves data in place. In both cases, data is standardized, modeled, and made accessible through a consistent logical layer.

Governance
Clarista Governance ensures that data used across the firm is classified, controlled, and trusted. It sits directly on top of the data fabric and applies structure and discipline to how data is used.

The platform catalogs data, defines golden sources, applies classifications, and enforces access and entitlement rules across users, entities, and workflows. Lineage and validation logic ensure that every number, insight, and output can be traced back to its origin and governing rules.

Intelligence
Clarista Intelligence is how wealth firms experience data once it is connected and governed. It combines personalized AI assistants with a unified intelligence layer that adapts to how each firm actually works.

Clarista’s assistants are built around a firm’s data, policies, clients, and workflows. They support everyday work by preparing client meeting briefs, summarizing portfolios and documents, generating written and audio updates, answering natural-language questions, and surfacing next actions based on firm rules and context. Over time, they become more aligned to how teams operate, what information matters, and how decisions are made.