CLARITY
Focus on the whole picture,
not just the big picture.
Advisors sometimes struggle to see the full picture of their clients’ financial lives. Amplify’s Clarity changes that. It centralizes all your client data—from personal goals and net worth to financial accounts and beyond—so you can deliver truly personalized advice and help clients achieve their biggest ambitions.
A 360° view, beyond investments
- Access all client metrics at the individual and household level in one place.
- Track historical net worth and budget plans to understand clients’ current situations and their next steps.
- View accounts, holdings, performance, and even third-party assets to provide better-informed guidance.
- Position yourself as more than an advisor—become your clients’ trusted life coach with insights that go beyond investments.
Streamlined data capture and real-time engagement
- Capture and organize broader client data to create personalized service at scale.
- Monitor client goals and track their progress, making it easy to pivot as needed.
- Schedule meetings, keep real-time notes, and enhance engagement with unique insights that drive meaningful conversations.
- Use Clarity’s integrated onboarding tools to reduce repetitive data entry, saving time while ensuring accuracy.
Unmatched support and flexibility to cultivate your brand
- Customize the Clarity experience to reflect your firm’s unique approach and strengthen advisor-client collaboration.
- Leverage white-label reporting and analysis tools to elevate your brand and build trust.
- Offer clients a mobile-friendly, robust, firm-branded portal that fosters deeper connections.
Seamless workflows lead to better collaboration
- Centralize workflows with integrated client lifecycle management and cloud storage.
- Streamline communication and track key tasks across the firm, home office, advisors, and client teams.
- Ensure seamless collaboration by assigning and managing tasks in a connected ecosystem.
- Keep everyone aligned with real-time visibility into deliverables, processes, and priorities.
Know your clients better. Be more helpful to them.
Your two most valuable assets are your time and your client relationships. Clarity helps you maximize both. By combining deep client insights with powerful collaboration tools, Clarity empowers you to strengthen relationships, boost productivity, and help your clients achieve their most important goals.
Save time. Amplify outcomes.
See for yourself how Amplify can transform how well you conduct business. Contact us for a no-obligation consultation and business assessment.