Audience

Enterprises and professionals seeking a private wealth service solution to keep track of all their assets

About Claritus

Claritus is a technology-driven private wealth service that allows you to track, understand, and take control of your wealth, all in one place! At Claritus, we believe that you should have a clear, and understandable view of your assets and investments, without requiring a Master’s degree in Finance! We know your privacy and security are of the utmost importance to you, which is why we are committed to the highest standards of data security and encryption. With Claritus, you know your data is for your eyes only. Claritus lets you access, track, and be in full control of your portfolio, all from ONE convenient interface. In a choppy sea of apps, services, and spreadsheets, Claritus is your beacon in the dark. With real time data from more than 17,000 global financial institutions, brokerages, and other financial organizations, it’s never been easier
to automatically keep track of your portfolio.

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Pricing

Free Trial:
Free Trial available.

Integrations

See Integrations

Ratings/Reviews - 2 User Reviews

Overall 4.5 / 5
ease 5.0 / 5
features 4.0 / 5
design 4.5 / 5
support 4.5 / 5
More Reviews Write a Review

Company Information

Claritus
United States
claritus.io

Videos and Screen Captures

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Product Details

Platforms Supported
Cloud
Training
Documentation
Support
Online

Claritus Frequently Asked Questions

Q: What kinds of users and organization types does Claritus work with?
Q: What languages does Claritus support in their product?
Q: What kind of support options does Claritus offer?
Q: What other applications or services does Claritus integrate with?
Q: What type of training does Claritus provide?
Q: Does Claritus offer a free trial?

Claritus Product Features

Stock Portfolio Management

Order Management
For Traders
Billing & Invoicing
Client Management
Wash Sale Detection
Portfolio Rebalancing
Technical Analysis
For Investment Advisors
Data Warehousing
Portfolio Accounting
Tax Management
Risk Management

Claritus Verified User Reviews

Write a Review
  • A Claritus User
    Finance advisor
    Used the software for: 6-12 Months
    Frequency of Use: Weekly
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Basic, yet super smart investment tracker"

    Posted 2021-12-09

    Pros: Very intuitive to use! I love it!
    Saves me a lot of time. Let me track my investments easily.
    Much better than my old spreadsheet.
    Super useful. Gives lot of flexibility to analyze my returns across assets and investments.

    Cons: Still missing quite a lot of functionality. supports US dollar only. The solution is still basic. Mainly for investment tracking. not for budgeting or day-to-day financials.

    Overall: I strongly recommend it to anyone that tracks his investments portfolios. Much better than a spreadsheet. less effort and much better value.

    Read More...
  • A Claritus User
    Investor
    Used the software for: Less than 6 months
    Frequency of Use: Weekly
    User Role: User
    Company Size: 26 - 99
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Great service to track all of my holdings"

    Posted 2021-12-09

    Pros: I can track anything I'm holding right now. Although it's still in beta, I'm getting a lot out of it compared to the other tools I've tried and to my old spreadsheet. It has cool tagging options, so I can organize my holdings by buckets.

    Cons: I'd like more insight into my stock portfolio. I guess that'll come sometime.

    Overall: I believe this is a great tool which I believe has a great deal of potential. they're really responsive and listen to my needs.

    Read More...
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