Structure Your Wealth. Secure Your Legacy.
Klaris gives you a single workspace to record ownership structures, assets, loans, and documents, then share the right view with your trusted advisors.
See how Klaris maps structures, assets, loans, and documents in one workspace.
One wealth structure mapping tool for every entity type
The Problem
Wealth Without Structure Is a Liability
Fragmented Ownership
Trusts, companies, and assets scattered across spreadsheets, emails, and filing cabinets, with no single source of truth.
Scattered Information
Critical documents live in different places. Deeds, constitutions, and financials are never in one spot when you need them.
Wasted Time
Hours spent every quarter chasing down details, re-explaining structures to advisors, and manually updating records.
Family Uncertainty
If something happens to you, could your family find and understand every entity, asset, and obligation you hold?
“This lack of clarity creates risk, inefficiency, and stress.”
The Solution
Your Entire Wealth Structure in One Place
The KRSP Framework
Know. Record. Structure. Protect.
Klaris is built on a simple principle: you can't protect what you can't see. Our KRSP framework ensures every entity, asset, and connection is captured, structured, and ready when you need it.
Total Net Wealth
$4,285,000
Wealth Structure Map
Record & Organize
Add trusts, companies, SMSFs, personal holdings, assets, loans, and linked documents into one structured workspace.
Visualize Connections
See how entities, assets, and liabilities connect with an interactive wealth structure map.
Maintain Records
Attach deeds, certificates, valuations, receipts, and other supporting documents directly to the right structure or asset.
Export & Share Anytime
Export reports and grant controlled advisor access so your team can work from the same current record.
How It Works
Three Steps to Clarity
Book a Demo
Schedule a free walkthrough to see how Klaris maps your wealth structure. No commitment required.
Access Your Vault
Request access or begin through your adviser. We confirm the right setup privately before you start using Klaris.
Map Your Wealth
Record structures, assets, loans, and documents, then view the relationships in a clear interactive map. Klaris supports Australian trusts, companies, SMSFs, partnerships, and personal holdings.
Pricing
Ready to See Klaris in Action?
Book a personalised demo to see how Klaris can map your wealth structure. Pricing and advisor licensing are confirmed with your firm during onboarding.
- Full wealth structure mapping
- Structures, assets, loans, and linked documents
- Interactive visual dashboard
- Secure document storage
- Export reports and controlled advisor sharing
- Priority support
Access, pilot scope, and firm rollout pricing are confirmed privately before onboarding.
Who It's For
Built for Everyone Who Manages Wealth
Individuals & Families
Record trusts, companies, SMSFs, assets, loans, and documents in one place, then invite trusted advisors when you choose.
Accountants
Work from a client-approved structure map instead of rebuilding ownership details from spreadsheets and email threads.
Financial Advisors
View client-granted structure, asset, loan, and document records before planning conversations. Better context, clearer advice.
Families Planning Ahead
Give successors and decision-makers a clearer record to discuss with the family's accountant, adviser, or solicitor.
Benefits
Why Families and Advisors Choose Klaris
Immediate Visibility
See structures, assets, loans, and supporting documents together instead of guessing from scattered files.
Time Savings
Reduce manual reconstruction. Update records in the app and keep dashboards, maps, and linked views aligned.
Peace of Mind
Keep a clear, accessible record that can support family and adviser conversations without relying on memory.
Reduced Risk
Spot missing documents, unclear ownership records, and unresolved structure questions earlier in the review process.
Easy to Maintain
Built for clients and advisors. Add, update, and organise records through guided forms and clear dashboards.
Export & Share
Export reports and share controlled advisor access so the right people work from the same current record.
Get Started
Start with a demo or request app access. New accounts are reviewed during rollout so we can keep onboarding controlled and secure.
Security & Trust
Data protection built around controlled access
Sensitive Information Protection
Klaris is designed to protect sensitive family wealth information with protected connections, careful access controls, and privacy-led handling.
Privacy Act Compliant
Klaris is designed with Australian privacy obligations in mind, including explicit advisor access controls and revocation.
Australian Data Residency
Klaris is operated for Australian clients, with data handling and operational processes designed around Australian privacy expectations.
Zero Routine Staff Visibility
Klaris is designed so your family wealth records are only accessed for legitimate service, support, or security reasons. The aim is simple: protect the record while keeping it useful for the people you authorise.