Average Ratings 2 Ratings

Total
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features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

Claritus offers a technology-focused private wealth management solution that enables you to monitor, comprehend, and manage your financial resources seamlessly! We at Claritus strive to ensure that you can easily grasp the details of your assets and investments without needing an advanced finance education! Understanding how crucial privacy and security are for you, we uphold the highest standards of data protection and encryption. With Claritus, your information is strictly confidential and accessible only to you. Our platform empowers you to manage, track, and maintain complete oversight of your investment portfolio, all through a single, user-friendly interface. In a confusing landscape filled with numerous apps, services, and spreadsheets, Claritus serves as your guiding light. By providing real-time data from over 17,000 global financial institutions, brokerages, and other financial entities, tracking your portfolio has never been more straightforward or effortless! Plus, our commitment to user-friendly design ensures that everyone can benefit from financial clarity without any hassle.

Description

Comarch Wealth Management is a multi-module platform that allows you to give the best investment advice to your clients no matter who they may be or how they change. In minutes, you can make next steps. Keep in touch. Establish lasting relationships. Our system is designed to help clients and advisors make the right investment decisions step by step. No matter how many clients or which segment they are from, your service will remain at the highest level, no matter how experienced your advisors. It will take you less time than it takes. It takes only a glance to see the entire client's investment picture. This allows you to make accurate recommendations in one meeting. It will be easier to reach you. Think client app, online meetings and shared investment ideas. It's important to remember that it will be easier for you to keep your finger on what's happening.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Airstack No 
ArcGIS No 
Charles Schwab Yes 
Chase Business Complete Banking Yes 
Cisco ACI No 
Dell EMC NetWorker No 
Fidelity Yes 
Fortinet SD-WAN No 
IBM Cloud No 
Interactive Brokers Yes 
Microsoft 365 No 
Oracle Cloud Infrastructure No 
Palo Alto Networks Next-Generation Firewalls No 
Symantec Advanced Authentication No 
Trend Micro Endpoint Encryption No 
Veritas NetBackup No 

Integrations

Airstack Yes 
ArcGIS Yes 
Charles Schwab No 
Chase Business Complete Banking No 
Cisco ACI Yes 
Dell EMC NetWorker Yes 
Fidelity No 
Fortinet SD-WAN Yes 
IBM Cloud Yes 
Interactive Brokers No 
Microsoft 365 Yes 
Oracle Cloud Infrastructure Yes 
Palo Alto Networks Next-Generation Firewalls Yes 
Symantec Advanced Authentication Yes 
Trend Micro Endpoint Encryption Yes 
Veritas NetBackup Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Claritus

Country

United States

Website

claritus.io

Vendor Details

Company Name

Comarch

Founded

1993

Country

Poland

Website

www.comarch.com/finance/banking/comarch-wealth-management/

Product Features

Stock Portfolio Management

Billing & Invoicing No 
Client Management No 
Data Warehousing No 
For Investment Advisors No 
For Traders No 
Order Management No 
Portfolio Accounting No 
Portfolio Rebalancing No 
Risk Management No 
Tax Management No 
Technical Analysis No 
Wash Sale Detection No 

Product Features

Stock Portfolio Management

Billing & Invoicing No 
Client Management Yes 
Data Warehousing Yes 
For Investment Advisors Yes 
For Traders No 
Order Management No 
Portfolio Accounting No 
Portfolio Rebalancing No 
Risk Management No 
Tax Management No 
Technical Analysis No 
Wash Sale Detection No 

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