KlarSync builds AI agents and automation for wealth managers, financial advisers, and other regulated firms. Less time re-keying data and assembling reports. More time actually advising clients.
Security-first by design. Every workflow built to survive a compliance review.
Average time to build a single suitability report by hand.
Of adviser time lost to admin, reporting, and data reconciliation.
That admin time contributes nothing to client outcomes.
Every hour a paraplanner spends copying data between systems is an hour nobody billed for and no client noticed.
Of finance organisations using AI apply it to knowledge management — organising, retrieving, and applying information.
Gartner, 2025 finance AI surveyOf financial firms use AI for error and anomaly detection to catch inconsistencies and risk.
Gartner, 2025 finance AI surveyThe fact-find is refreshed, portfolio data pulled, last meeting's notes summarised, and the agenda drafted. Your adviser reads one page over coffee instead of digging through four systems.
Key points and agreed actions are captured in a structured format that matches your advice process. No one spends the evening rewriting notes from memory.
The suitability report is drafted from verified data, flagged for human review. Your paraplanner checks and refines in under an hour — instead of building from a blank page in six.
Every output reviewed by your people before it reaches a client. The machine drafts; your firm decides.
Purpose-built AI agents that handle the admin your team hates — suitability reports, annual reviews, fact-find refreshes, MI reporting. Integrated with the tools you already use.
Agentic security assessments and continuous monitoring. We protect your automations from prompt injection, data leakage, and unauthorized agent behavior — so your compliance officer can sleep.
Learn more →Custom AI agent development for firms with specific workflows or in-house systems. When off-the-shelf doesn't cut it.
Learn more →Report production. Suitability reports and review documents are rebuilt from scratch each time — duplicated content, repeated rework, inconsistent language between advisers.
Drafting agents. Reports drafted from structured fact-find and portfolio data, in your firm's house style, with every draft gated behind adviser review.
Compliance and QA. Even strong QA teams drift. Small wording variations between documents quietly accumulate into regulatory risk.
Consistency checks. Automated review of every document for completeness, consistency, and firm-standard language — before a human ever signs it off.
Meeting admin. Hours preparing before each client meeting, more hours writing it up after. Knowledge lives in individual heads, not firm systems.
Meeting preparation and capture. Pre-meeting packs assembled automatically; structured post-meeting outputs that flow straight into your CRM and advice process.
Fragmented handovers. Work passes between adviser, paraplanner, and compliance by email and memory. Nothing connects, everything waits.
An orchestration layer. One connected flow from meeting to delivered advice, with audit logging at every step — so nothing falls between chairs.
AI agents can be tricked — and most firms deploying them don't know that yet. A malicious email, a poisoned document, a compromised integration — and suddenly your automation is leaking client data or making decisions it shouldn't.
We build every KlarSync system with agentic security at the core. Input validation, tool allowlisting, human-in-the-loop checkpoints, full audit logging, and continuous monitoring for anomalous behavior. Every workflow we ship is designed to pass a compliance review, not just a demo.
30-minute call. We understand your firm, your workflows, your compliance requirements.
Two-week deep-dive. We map your workflows, identify the highest-ROI automations, and deliver a written roadmap. Fixed fee, no commitment beyond it.
We design, build, and deploy your first automation with security controls, testing, and full documentation. Typically 4–6 weeks.
Monthly retainer covers monitoring, optimization, and new workflow rollouts. We stay in the trenches with you.
KlarSync agents connect to your existing stack — no rip-and-replace, no new system for your team to learn.
Don't see your platform? If it has an API — or even just structured exports — we can work with it.
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If your firm handles sensitive client data and is regulated by the FCA, SEC, or an equivalent authority, KlarSync is built for you.
UK wealth manager, 12 advisers
A typical engagement:
An internal agent drafts the suitability report from fact-find data, KYC records, and portfolio state. Every draft is reviewed by the adviser before it leaves the firm.
IFA network, 40+ advisers
A typical engagement:
Automated collection, formatting, and cross-checking of annual review packs, with a human sign-off gate before anything reaches the client.
Regulated fintech, EU
A typical engagement:
Behavioural monitoring watches every agent action in production and flags prompt-injection attempts from inbound documents before they land.
We're early, and we'd rather show you a live demo than a polished logo wall. Book a call and we'll walk you through a working system.
Lower production cost per client. Faster advice turnaround. Compliance risk that shrinks instead of compounds — with an audit trail to prove it.
Walk into every meeting prepared without the prep. Leave every meeting with the write-up already structured. Spend the recovered hours with clients, not keyboards.
Start from structured, verified inputs instead of fragmented notes. Review and refine drafts instead of building from blank pages.
Every agent action logged. Every output human-gated. Consistency enforced by design — and full visibility when the regulator asks.
Thirty minutes, no pitch. We'll look at how your firm works and tell you honestly where automation makes sense — and where it doesn't yet.
Or email us directly at hello@klarsync.com