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:

SUGGESTED CLICK-TO-READ
"Why TAMP's and Outsourced Investment Management are the Future for Most Advisors"  by Michael Kitces.
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