Claras.ai
Description
**Compliant File Notes in 2 Mins, Not 20**
Claras AI automates time-consuming file notes, freeing you to focus on your clients.
Generate high-quality, compliant, Xplan-ready filenotes and draft client-ready emails in minutes.
Reclaim valuable time to enhance client experiences and grow your practice.
Key Contact: Stuart Riddle, Director, 0402 578 570, email: stuart@knkt.com.au
Head to https://claras.ai/ for more.
Head here to check out the session recording from the Risk Support Showcase in November 2024!
Q&A
Video
Contact information
Risk Hub Review
Risk Toolkit
- https://risktoolkit.com.au
- Modular fact find, needs analysis and pre-assessment tools for Australian risk advisers
Risk Companion
- https://riskcompanion.com.au
- Fact find through to Statement of Advice in one system, for Australian risk practices
Scaleup Paraplanning
- https://scaleupparaplanning.com.au/
- It’s time you partnered with a leading, innovative paraplanning and consulting team.
