Transparent & Simple Pricing

Try Claritus for a free 14 day trial - no credit card required. Upon completing your free trial, you can choose from one of the following plans.

Monthly plan

$15 /per month

Billed monthly

  • Automatic connections though Secured read-only APIs

  • Wealth Financial Dynamic Reporting

  • Universe of Investments, Assets, Liabilities

  • Financial Calculations

  • Personalized Monthly & weekly Digest Reports

  • Manual Investments, Assets, Liabilities Tracking

  • Tags

  • Documents Storage

  • Online personalized enrichment

Annual plan

the most popular plan

$180

$150 /per year

Billed annually

2 months free!

  • Automatic connections though Secured read-only APIs

  • Wealth Financial Dynamic Reporting

  • Universe of Investments, Assets, Liabilities

  • Financial Calculations

  • Personalized Monthly & weekly Digest Reports

  • Manual Investments, Assets, Liabilities Tracking

  • Tags

  • Documents Storage

  • Online personalized enrichment

Frequently Asked Questions

No, you do not need a credit card to sign up for our free 14 day trial! If you decide to continue with Claritus after your trial is over, you will need to put in your credit card.

Our goal at Claritus is to always give our customers the best possible service. Using a subscription based service ensures that our goals always align with our customers. Here at Claritus we never have hidden agendas, and our loyalty always is with our customers.