Claro Advisors Launches Claire by Claro™, an AI Chief of Staff Built to Help Good Advisors Become Great Ones

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.

Advisors can ask any questions about their clients. Claire answers in seconds — accurately and completely in most cases, drawing from client data but with compliance guardrails in place.

Here is what some advisors using the Hub have shared:

“Before we had access to this, I would spend 30-plus minutes searching for something Claire answered accurately in under a minute,” said one Claro advisor. “I could not be more stoked.”

Another advisor described using Claire after a client Zoom call: Claire automatically generated a meeting recap with key topics discussed, decisions made, and prioritized action items ranked by urgency. “It even asked me if I wanted to draft a follow-up email,” they said. “Massive time saver.”

A third put it simply: "A client emailed saying they were on the meeting link — except they'd cancelled weeks earlier. Instead of scrambling, I had Claire prep the meeting in minutes. We ended up having one of the more productive conversations we've had. That's the difference."

“Claire was built to help good financial advisors become great financial advisors. If you’re an advisor wishing you could serve more clients, hoping you could get more time back in your day, or dreaming of giving more proactive financial advice to your clients, Claire awaits you.”

— Ryan Belanger, CEO and Founder, Claro Advisors

Built on a Foundation of Compliance

In an industry where the stakes of a wrong answer are high, Claire was designed with compliance at its core — not bolted on as an afterthought. Claire manages client PII and account information with the precision the industry demands, and she is built to recognize the boundaries of her own role. When a question touches areas where AI-generated answers are unacceptable — such as trade execution or portfolio-level recommendations — Claire defers to Claro’s proprietary quantitative research algorithms rather than generating a response. Operations and compliance workflows are embedded directly in the platform, so advisors can move fast without cutting corners. For Claro, compliance isn't a constraint on innovation. It’s the foundation of it.

What Claire Does

Chief of Staff — Every client. Every detail. Instantly. Ask anything about any client and Claire answers in seconds, drawing from the full depth of their records: CRM notes, financial plans, portfolio data, investment policies, and more. Most AI tools give you a summary. Claire draws from the full depth of a client’s records.

Meeting Expert — Claire joins your Zoom calls and handles the rest. Notes, decisions, and follow-up tasks are logged automatically — no manual entry, no dropped threads. Walk out of every meeting with a clean recap and a prioritized action list already waiting.

Time Manager — Every morning, Claire surfaces what matters: upcoming meetings, recent calls worth following up on, and tasks due today. One click opens a client brief or a ready-to-send follow-up. Less managing your day. More time with your clients.

All of this is built and maintained by Claro’s in-house engineering team — which means improvements ship continuously, and the system gets sharper with every update.

Claire is available now to all Claro advisors — included as part of the platform, at no additional cost.

These testimonials were provided by current advisors of Claro Advisors Inc. No compensation was provided for these testimonials. Individual experiences may not be indicative of all advisor experiences.

About Claro Advisors

Built by advisors, for advisors — Claro Advisors is a technology-forward RIA built to give independent advisors the time, tools, and infrastructure to grow. Powered by a proprietary platform and an in-house technology and research team, Claro pairs experienced advisors with purpose-built capabilities designed to give them their time back — and make every moment with a client count. Smarter advice. Simpler process. Clearer outcomes. Learn more at claroadvisors.com.

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