Structure Your Wealth. Secure Your Legacy.
Klaris gives you a single, secure place to map every trust, entity, and asset your family holds — so nothing falls through the cracks.
See how Klaris maps your entire wealth structure in minutes.
One platform for every entity type
The Problem
Wealth Without Structure Is a Liability
Fragmented Ownership
Trusts, companies, and assets scattered across spreadsheets, emails, and filing cabinets — with no single source of truth.
Scattered Information
Critical documents live in different places. Deeds, constitutions, and financials are never in one spot when you need them.
Wasted Time
Hours spent every quarter chasing down details, re-explaining structures to advisors, and manually updating records.
Family Uncertainty
If something happens to you, could your family find and understand every entity, asset, and obligation you hold?
“This lack of clarity creates risk, inefficiency, and stress.”
The Solution
Your Entire Wealth Structure in One Place
The KRSP Framework
Know. Record. Structure. Protect.
Klaris is built on a simple principle: you can't protect what you can't see. Our KRSP framework ensures every entity, asset, and connection is captured, structured, and ready when you need it.
Total Net Wealth
$4,285,000
Wealth Structure Map
Record & Organize
Add every trust, company, SMSF, and asset into one structured vault. No more scattered spreadsheets.
Visualize Connections
See how entities, assets, and liabilities connect with an interactive wealth structure map.
Maintain Records
Keep documents, valuations, and key dates up to date with built-in reminders and version history.
Export & Share Anytime
Generate reports for your accountant, advisor, or family — beautifully formatted and always current.
How It Works
Three Steps to Clarity
Book a Demo
Schedule a free walkthrough to see how Klaris maps your wealth structure. No commitment required.
Access Your Vault
Log in to your secure vault and start adding your trusts, companies, SMSFs, and assets.
Map Your Wealth
See your entire wealth structure visualized — every entity, connection, and asset in one place.
Pricing
Ready to See Klaris in Action?
Book a personalised demo to see how Klaris can map your wealth structure. Pricing is tailored to your needs.
- Full wealth structure mapping
- Unlimited entities and assets
- Interactive visual dashboard
- Secure document storage
- Export-ready reports
- Priority support
Volume licensing available for accounting firms and advisory practices.
Who It's For
Built for Everyone Who Manages Wealth
Individuals & Families
See your full wealth picture — every trust, company, and asset — in one secure dashboard. Finally know exactly where you stand.
Accountants
Stop chasing clients for structure details. Klaris gives you instant visibility into their entities, assets, and connections.
Financial Advisors
Understand your client's complete financial architecture before making recommendations. Better data, better advice.
Families Planning Ahead
Ensure the next generation can find, understand, and manage everything you've built. Your legacy, protected.
Benefits
Why Families and Advisors Choose Klaris
Immediate Visibility
See every trust, company, SMSF, and asset in one dashboard. No more guessing or digging through files.
Time Savings
Cut hours of manual tracking down to minutes. Updates flow through your entire structure automatically.
Peace of Mind
Know that your family can find and understand everything if they ever need to — without relying on your memory.
Reduced Risk
Spot gaps in ownership, missing documents, and expiring registrations before they become problems.
Easy to Maintain
Built for real people, not accountants. Add, update, and organize your structure with an intuitive interface.
Export & Share
Generate professional reports for your advisor, accountant, or family at any time — always current, always accurate.
Get Started
Your AI financial planning platform awaits. Book a demo to see how Klaris can bring clarity to your wealth structure.
Security & Trust
Your Data Is Safe with Klaris
AES-256 Encryption
Your data is encrypted at rest and in transit using AES-256 — the same standard used by banks and government agencies.
Privacy Act Compliant
Klaris is built to comply with the Australian Privacy Act and Australian Privacy Principles (APPs). Your data stays yours.
Australian Data Residency
All data is stored on Australian servers. Your financial information never leaves the country.
Zero Routine Staff Visibility
Our systems are designed so that Klaris staff do not have routine access to your wealth structures. When you request support that requires data access, this is strictly opt-in and fully audit-logged. In the event of a technical incident, our response team may access the minimum data necessary to resolve the issue, subject to our Data Breach Notification procedures.