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.

Intelligence is delivered through multiple interaction models rather than dashboards alone. Teams can engage through dashboards, chat, structured data views, written briefs and summaries, or short audio overviews. All interactions are powered by the same governed data foundation and embedded controls, ensuring consistency and transparency across the firm.

By unifying data, governance, and intelligence in a single experience, Clarista removes friction between operations, technology, compliance, and the front office. Teams spend less time gathering information, preparing materials, and switching between systems. The result is faster understanding, more consistent execution, and intelligence embedded directly into daily workflows without sacrificing data sovereignty or control.