Clairais is an advanced financial planning engine designed for financial advisors. It uses optimization algorithms and Monte Carlo simulation to generate transparent, auditable retirement strategies tailored to real household data.
Advisors input household, income, asset, and goal information. Clairais analyzes thousands of possible strategies, stress-tests them using Monte Carlo simulation, and produces optimized recommendations with a clear audit trail.
Clairais is built for financial advisors, RIAs, and planners who need deeper analysis than traditional rule-based planning software.
Unlike black-box planning tools, Clairais exposes assumptions, success probabilities, and failure modes, allowing advisors to understand and explain recommendations. The math always comes first — AI is only used for writing narratives, never for financial calculations.
SOC 2 compliant infrastructure with 256-bit encryption. Your client data stays yours. We never sell data to third parties.