Frequently Asked Questions

Klaris pulls together a client group's recorded entities, trusts, SMSFs, assets, loans, and linked documents into one visual wealth map. This reduces discovery time, surfaces gaps earlier, and makes strategy and risk conversations with high net worth clients clearer and more concrete.

You can map Australian discretionary and unit trusts, companies, SMSFs, personal or individual holdings, assets, loans, and linked documents. The platform is built around Australian structure types, not generic global templates.

Yes. Klaris supports controlled collaboration with trusted advisers. The goal is to give the right professionals a shared view of the family structure while keeping access intentional and governed. Broader family or legal-team involvement should be planned during onboarding.

Once core documents are available, most firms can build an initial structure map for a typical high net worth family within hours, not weeks. Because Klaris acts as a wealth structure visualisation tool, you update a living model at each review instead of rebuilding the picture from scratch.

No. Klaris is intentionally lightweight on process and heavy on clarity. You keep your own review cadence, advice documents, and internal workflows; Klaris gives you a clean, shared wealth structure map to anchor those conversations.

Klaris is operated for Australian clients and designed with Australian privacy and professional-services expectations in mind. Detailed operational arrangements are handled privately through our policies and onboarding process.

Klaris uses privacy-led safeguards, controlled access, and secure handling practices so sensitive family wealth information is only available to authorised people for legitimate purposes.

Klaris has been designed with the Australian Privacy Principles in mind, and our Privacy Policy sets out how personal information is collected, stored, used, and deleted. We also support incident response in line with the Notifiable Data Breaches scheme.

Klaris is operated by Krrisp Pty Ltd (ABN 38 609 221 570, ACN 609 221 570), an Australian company trading as Klaris AI. Your contractual relationship, governing law, and rights are described in our Terms of Service and Privacy Policy.

Yes. You can request exports of structure data so you retain a record of entities, relationships, and key attributes for your files. Data retention and deletion are handled under our Privacy Policy and Terms, including minimum retention periods for financial records.

No. Klaris is wealth visibility software only and does not provide financial, legal, or tax advice. Any decisions based on information in Klaris should be made by you and your clients in consultation with appropriately licensed or qualified professionals.

Your high net worth clients see a clean, visual map of their wealth structures instead of a collection of reports and spreadsheets. This makes it easier for them to understand where everything sits, why they have certain entities, and what your advice is aiming to protect.

Klaris supports both family-led and adviser-led rollout models. During onboarding, we confirm the most appropriate way for the family, accountant, adviser, or family office to use Klaris together.

Families can use Klaris with their trusted advisers to create a clearer shared record. Broader family-member or legal-team involvement should be planned with Klaris during onboarding so access stays appropriate.

For families, Klaris reduces the fog around structures by replacing scattered documents with a single visual record of structures, assets, loans, and linked documents. That clarity supports more informed conversations with advisers about estate planning, handovers, and future decisions.

Klaris pricing is confirmed privately during onboarding based on the rollout model, the number and complexity of client groups, and the level of support required.

Yes. Klaris is built to work with accountants, financial advisers, and family offices. We discuss partnership-oriented pricing, pilots, and rollout terms directly with qualified firms before onboarding.

Firms typically see value in hours saved on discovery and annual reviews, fewer missed entities or relationships, and more compelling conversations with high net worth clients about risk and legacy. Klaris is a wealth structure visibility layer that supports better service, clearer documentation, and a stronger perception of your firm's thoroughness.

The best way to discuss pricing is to book a short session where we review your rollout model, client groups, and advisor/client access needs. We then confirm pricing and onboarding terms before production use.

For a pilot, we usually start with a small number of representative high net worth client groups and their core documents: trust deeds, company constitutions, SMSF details, and a high-level entity list. Together we build initial wealth structure maps, applying the KRSP Framework so your team can see exactly how Klaris would sit inside your existing workflows.

You can book a personalised demo using anonymised examples or high-level versions of your own client structures. For pilots, we help you apply the KRSP Framework across a small set of client groups so your team can evaluate clarity and review time before rollout.