Welcome to ClaraPHI!
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       Independent
Broker Dealers

ClaraPHI offers IBDs a comprehensive line up of system features and investment solutions. IBDs can now utilize ClaraPHI’s offerings, white labeled and customized for their independent advisors. ClaraPHI can help with training and recruiting, and bring a competitive edge to your product offerings. ClaraPHI offers a state-of-the-art portfolio management system.

Get Up and Running

​Your firm can subscribe and be up and running in no time with:
  • Account aggregation
  • Portfolio analytics
  • Performance reporting
  • Model building
  • Outstanding selection of experienced investment managers
  • Rep as manager capability
  • Unifed Managed Account Program (UMA)
  • Separately Managed Account Program (SMA)
  • Access to hedge funds, private equity offerings, alternative investments
  • Access to Schwab, Fidelity, TIAA Cref and FolioFN for custody
  • Flexible Billing System
  • CRM
  • Financial Planning Software
  • System and reports can be private-labeled and/or co-labeled
Your business will also benefit from our relationships with some of the most innovative companies in the industry:
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SUGGESTED CLICK-TO-READ
"Why TAMP's and Outsourced Investment Management are the Future for Most Advisors"  
by Michael Kitces.
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    LET US HELP YOU Grow Your Business

    If you are looking for information on something specific, please let know in this box.
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Claraphi Advisory Network, LLC 
​MAIN OFFICE
120 Vantis Drive, Suite 585
Aliso Viejo, CA 92656 / (949) 215-0025​
joinclaraphi@claraphi.com
PRIVACY POLICY
CALIFORNIA CONSUMER PRIVACY ACT DISCLOSURE
DISCLOSURE
Claraphi Advisory Network, LLC is an SEC Registered Investment Advisor  © Copyright 2020. All Rights Reserved
  • Home
  • About Us
  • The Difference
  • Offerings
    • Practice Solutions
    • Products and Services
  • IBDs
  • Resources
  • AI Insight Login
  • Advisor Login
  • Client Website
  • Contact Us