ClaraPHI has developed turn-key programs designed to make it as easy as possible for CPAs, attorneys, and financial institutions to partner with a registered representative to provide financial / investment services to the investor. Because of our unique corporate structure and our relationship with the ClaraPHI affiliate companies, your ClaraPHI advisor is able to access member estate planning attorneys and CPAs who embrace the collaborative planning model and are willing to share their expertise.?
?Strong back office technology is a prerequisite in our industry but it is how that technology is used that differentiates ClaraPHI. Our technology is always designed to make investing easier, and offers secure account view for the advisor and client and on demand and quarterly performance reporting.
ClaraPHI is dedicated to helping you grow your firm with a comprehensive suite of features including a state-of-the-art portfolio management system.