Challenges financial advisors face with their finances
Specific solutions for financial advisors
Problem: Fragmented client portfolios
Clients connect all their accounts — banks, brokerages, crypto exchanges, wallets — giving you a complete wealth picture for every planning session.
Problem: Manual held-away account data
Automatic daily syncs mean held-away account data is always current. No more asking clients to screenshot their 401k balance.
Problem: Invisible crypto holdings
Full crypto exchange and on-chain wallet support. See DeFi positions, staking rewards, and NFTs alongside traditional portfolios.
Problem: Tax-loss harvesting blind spots
Real-time cost basis and wash sale tracking across all accounts surfaces tax-loss harvesting opportunities you'd otherwise miss.
Every asset class — equities, bonds, crypto, real estate, cash — in a single net worth dashboard.
Connect banks, brokerages, retirement accounts, and crypto exchanges via Plaid and CCXT.
Asset allocation, sector exposure, and performance attribution across the entire portfolio.
FIFO lot-level cost basis with wash sale detection for tax planning across all accounts.
Prepare for client meetings with a real-time consolidated wealth view across all held-away accounts
Identify tax-loss harvesting candidates across a client's full portfolio including crypto
Show clients their complete net worth trajectory with daily snapshots over time
Analyze asset allocation drift across brokerage, retirement, and crypto accounts
“My clients love being able to see everything in one place. It's transformed our quarterly reviews — we spend time on strategy instead of reconciling account statements.”
Sarah M.
CFP, independent financial advisor
Clarity is designed for individuals to track their own finances. Financial advisors can recommend it to clients as a personal aggregation tool that gives both parties complete portfolio visibility.
Clarity provides export capabilities (CSV, PDF reports) that can feed into planning tools. Direct integrations with platforms like MoneyGuidePro or eMoney are on the roadmap.
Clarity connects to major crypto exchanges via CCXT (Coinbase, Kraken, Binance, etc.) and tracks on-chain wallets via Alchemy. DeFi positions, staking rewards, and NFTs are all visible.
Clarity uses bank-level encryption (AES-256), connects through Plaid's secure infrastructure, and never stores account credentials. All data is encrypted at rest and in transit.