Claro Advisors Launches Claire by Claro™, an AI Chief of Staff Built to Help Good Advisors Become Great Ones
Already in use across the firm, Claire gives advisors instant access to everything they know about a client — across every system, in one place, with one click.
Claro Advisors, a technology-forward RIA built by advisors, for advisors, announced today the launch of Claire by Claro™ — an AI Chief of Staff now built into the Claro Intelligent Hub™ and available to every Claro advisor at no additional cost.
Claire is not just a note-taker. She is not just a chatbot. She is a complete, connected intelligence layer built on top of everything an advisor already knows about their clients — investment policies, financial plans and goals, liquidity requirements, portfolio data, CRM history, meeting notes, tasks, emails, and calendar events, all organized by household, from a single interface. Where most tools require advisors to jump between eight or more tabs to piece together a complete picture of a client, Claire brings it all into one place. Most actions require a single click.
Financial advisors spend, on average, nearly half their week on work that isn’t client work. Claro Advisors is building to change that — not by adding another tool to manage, but by making the systems advisors already use work together intelligently on their behalf.
