Frequently Asked Questions

Klaris pulls together all of a client group's entities, trusts, SMSFs, and key assets 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, individual holdings, inter-entity loans, and key estate-planning components such as testamentary trusts and backup beneficiaries. The platform is built around Australian tax and trust concepts, not generic global templates.

Yes. Klaris is designed for multi-advisor collaboration, so accountants, financial advisers, lawyers, and the family can all work from the same wealth structure view where appropriate. You control access through roles and permissions, so each party only sees what they should.

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 production data is hosted in Australian data centres, so client information remains within Australian jurisdiction. This aligns with expectations around data residency for professional services firms working under Australian law.

All connections to Klaris are encrypted in transit with modern TLS, and data is encrypted at rest using industry-standard algorithms. Access is protected with strong authentication and role-based permissions so only authorised users inside your firm and client group can see structures.

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.

Today Klaris is offered through professional firms, not as a direct-to-consumer subscription. You bring Klaris to your clients as part of your service, and we support you in designing how it fits into your engagements.

Yes. You can invite selected family members into Klaris with appropriate access levels so successors and decision-makers can understand the structure ahead of major events. That reduces confusion and stress when those events occur.

For families, Klaris reduces the fog around structures by replacing scattered documents with a single, visual wealth map. That clarity supports better estate planning, smoother handovers, and more confident decision-making with their advisers.

Klaris uses custom pricing based on how many client structures you onboard and how complex those structures are. This means a firm with a small number of very complex groups and a firm with many simpler groups can both have pricing that reflects their real usage.

Yes. Klaris is built to be delivered through accountants and financial advisers, so we offer partnership-oriented pricing for firms that roll Klaris out to their high net worth client base. Qualified accounting and advisory firms can also access a one-month free trial so you can see Klaris with real client structures before committing.

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 look at the number and complexity of client groups you might onboard. We then propose structure-based pricing that reflects the time and risk reduction Klaris can create in your practice.

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. During your one-month trial, we help you apply the KRSP Framework across a small set of client groups so your team can feel the difference in clarity and review time.