Klaris for Financial Advisors
Give your clients a single, visual map of their wealth structures. Klaris is the wealth visibility platform built for Australian financial advisors serving high net worth client groups.
The reality: you cannot advise on what you cannot see clearly
If you advise Australian high net worth clients, you know how hard it is to present a coherent picture of their affairs. Client information lives in multiple systems and folders: SMSF reports in one place, discretionary trust deeds in another, company registers somewhere else, and personal assets often only in your notes.
The result is predictable:
- Annual reviews take longer than they should because you are rebuilding the big picture from fragments
- Conversations about strategy are harder when clients cannot see how everything connects
- Entities get missed in planning, which can lead to advice gaps and unintended risk
Klaris gives you and your clients a single, visual map of their wealth structures so you can spend more time advising and less time reconstructing.
A structure visualisation platform for Australian advisory practices
Klaris is wealth structure visualisation software built in Australia for financial advisors and advisory practices who work with SMSFs, discretionary trusts, testamentary trusts, and complex corporate structures. You remain the advice provider; Klaris helps you show clients what their world actually looks like.
Built for the way advisors think and talk
- Works with the structures you use daily: SMSFs, discretionary trusts, unit trusts, testamentary trusts, companies, and personal entities.
- Designed for planning and review conversations, not just compliance reporting.
- B2B2C by design: your practice licenses Klaris, you use it with your high net worth clients as part of your review and strategy process.
How Klaris supports better advice
Present a coherent wealth picture at every review
Instead of jumping between reports and account summaries, you open one visual map that shows the client's structure:
- Where the SMSF sits in relation to family trusts and companies
- Which entities hold which assets and liabilities
- Who controls what, and where beneficiaries and successors are intended to benefit
Clients can see the whole picture at once, which makes it much easier to explain why you are recommending particular strategies or changes.
Reduce the time and cognitive load of annual reviews
Annual reviews often start with rebuilding the structure in your head before you can address current strategy. With Klaris, the structure is already documented and visual, so you focus on what has changed, what is planned, and where risks or opportunities have emerged.
That shortens review prep time and makes the meetings themselves more focused and productive.
Catch missed entities before they become advice gaps
When you can see every entity and relationship in one place, it becomes easier to identify missing pieces.
You can spot structures that are not reflected in existing documentation, find entities that lack clear roles in the current plan, and raise those issues before they turn into problems for the client or their estate.
Features advisors can rely on
1. Visual maps for SMSFs and related entities
Klaris lets you place the SMSF in context so it is not viewed in isolation.
You can show how the SMSF interacts with related companies and trusts, where contributions and distributions flow, and how that supports the client's long-term objectives.
2. Support for discretionary and testamentary trust planning
For clients with discretionary and testamentary trusts, Klaris helps you make the structure tangible.
You can map trustees, appointors, beneficiaries, and key control mechanisms so that discussions about family protection, flexibility, and succession are based on a clear picture rather than abstract descriptions.
3. Multi-advisor collaboration without losing control
Where appropriate, Klaris supports collaboration between the advisor, the client's accountant, their lawyer, and the family.
You decide who is invited into each structure and what they can see, so everyone works from the same map while you retain oversight of the advice relationship.
4. KRSP: a framework for documenting client structures
Klaris is built around the KRSP Framework: Know, Record, Structure, Protect.
- KnowIdentify every relevant entity, trust, SMSF, and individual.
- RecordCapture the details and relationships accurately in one place.
- StructureShow ownership, control, and flows clearly.
- ProtectEnsure that structures support the intended succession and protection outcomes.
Common questions from advisory practices
Is Klaris a replacement for our planning or CRM software?
No. Klaris does not replace your planning tools or CRM.
It sits alongside them as a structure visualisation layer so you and your clients can see how SMSFs, trusts, companies, and personal entities fit together before you run numbers or scenarios.
How does Klaris fit into our reviews with high net worth clients?
You use Klaris as the starting point for reviews and strategy sessions.
Before each meeting, you open the client's structure map, update any changes, and use that map to guide conversation about current strategy, risks, and future planning. Reports and projections that you produce from your other tools then sit on top of this shared understanding.
What does the free one-month trial involve for our practice?
For qualified advisory practices, Klaris offers a free one-month trial so you can see it in use with real client structures.
You choose a small set of representative high net worth clients, we help you build their structure maps using the KRSP Framework, and you can see how that changes review preparation and client conversations before you make any long-term commitment.
Help clients see what you already know about their structures
Your clients trust you with their SMSFs, their family trusts, their testamentary arrangements, and their personal wealth. Klaris helps you show them the structures you already understand in a way that is clear, accurate, and practical for decision making.
- -Bring a selected group of high net worth clients into Klaris.
- -Build complete structure maps once, then maintain them instead of starting from scattered documents each year.
- -Use those maps to conduct shorter, clearer, and more focused reviews that highlight your value as an advisor.
See how Klaris fits into your existing review and advice process using real client structures, with no need to change your core systems on day one.