The Problem
Challenges financial advisors face with their finances
- Your clients hold assets at 5-10 institutions and have zero consolidated view of their wealth
- Gathering held-away account data before planning meetings eats up way too much time
- Crypto and DeFi holdings are invisible to the portfolio management tools you're used to
- Between meetings, clients can't see their full net worth — and that kills engagement
- You're missing tax-loss harvesting opportunities because you don't have real-time cross-account visibility
How Clarity Helps
Specific solutions for financial advisors
Problem: Fragmented client portfolios
Clients connect all their accounts — banks, brokerages, crypto exchanges, wallets — and you get a complete wealth picture for every planning session.
Problem: Manual held-away account data
Daily automatic syncs keep held-away account data current. No more asking clients to screenshot their 401k balance before a meeting.
Problem: Invisible crypto holdings
Full crypto exchange and on-chain wallet support. DeFi positions, staking rewards, and NFTs show up alongside traditional portfolios.
Problem: Tax-loss harvesting blind spots
Real-time cost basis and wash sale tracking across all accounts surfaces opportunities you'd otherwise miss.
Key Features
Consolidated Wealth View
Equities, bonds, crypto, real estate, cash — every asset class on a single net worth dashboard.
12,000+ Institutions
Banks, brokerages, retirement accounts, and crypto exchanges all connect via Plaid and direct API.
Portfolio Analytics
Asset allocation, sector exposure, and performance attribution across the entire portfolio at a glance.
Cost Basis Tracking
FIFO lot-level cost basis with wash sale detection for tax planning across all accounts.
Real-World Use Cases
Walk into client meetings with a real-time consolidated wealth view across all held-away accounts
Spot tax-loss harvesting candidates across a client's full portfolio, including crypto
Show clients their net worth trajectory with daily snapshots over time
Catch asset allocation drift across brokerage, retirement, and crypto accounts
Best entry points in Clarity
Start with the surfaces that best match this use case, then connect them back to your actual accounts, holdings, and planning decisions.
Best-fit workflows
Start with these tools
“My clients love seeing everything in one place. Our quarterly reviews are completely different now — we talk strategy instead of reconciling account statements.”
Sarah M.
CFP, independent financial advisor
Frequently Asked Questions
Is Clarity suitable for client-facing use?
Clarity is built for individuals to track their own finances. You can recommend it to clients as a personal aggregation tool that gives both of you complete portfolio visibility.
Does Clarity integrate with financial planning software?
Clarity offers CSV and PDF exports that feed right into your planning tools.
How does Clarity handle crypto assets?
It connects to major exchanges via API (Coinbase, Kraken, Binance, and others) and tracks on-chain wallets. DeFi positions, staking rewards, and NFTs are all visible.
Is client data secure?
Bank-level encryption (AES-256), secure connections through Plaid, and Clarity never stores account credentials. Everything is encrypted at rest and in transit.