Welcome to ClaraPHI!
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Practice Solutions

Fee-based Solutions

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Key Features and Benefits

  • Account Aggregation
  • SEC reporting
  • Composite performance calculation and reports
  • Flexible billing
  • Portfolio analytics
  • CRM capability through Salesforce
  • Customization with timely delivery and reasonable cost
  • Highest level of service and training
  • Improves Your Recruiting
  • ​​Helps Increase Your Fee-based Assets​
  • Individualized and On-going Training
  • Saves Time Through Automation and Efficient Processing
  • Puts You Ahead of Your Competition
  • ​Allows Reps to Focus on Asset Gathering and ​Relationship Management
  • Improves Your Rep Retention
  • No Upfront Cost and No Minimum Fees


​REQUEST A TECHNOLOGY DEMO

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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