Three services. One standard for what ships.
Every KlarSync engagement is built to survive a compliance review. Choose the entry point that matches where you are today.
AI agents for the admin your team hates.
Production AI agents that take on the repetitive, judgment-light work that eats adviser and paraplanner hours. Deployed inside your infrastructure, integrated with your platform of record.
Wealth managers, IFAs, and financial planning firms with 5+ advisers who are hitting a ceiling on how much they can serve with their current team.
- Suitability report drafting agent
- Annual review pack generation
- Fact-find refresh workflows
- MI and management reporting
- Human-in-the-loop review interfaces
- Full audit logging and evidence trail
4–6 weeks to first live workflow.
From £3,000/month
Agentic security for regulated firms.
Independent assessment and continuous monitoring of your existing (or planned) AI systems. We look for the risks that don't show up in a standard pen test — prompt injection, data exfiltration through tool use, agent scope creep, unmonitored decision paths.
Firms already running AI or planning a deployment, and compliance teams who need evidenced answers before signing off.
- Threat modelling for agentic systems
- Prompt injection and jailbreak testing
- Tool-use and permission review
- Data flow and retention audit
- Written report suitable for board or regulator review
- Optional continuous behavioural monitoring
2–4 weeks for a full audit.
Audits from £3,500
Custom agents for the workflows that don't fit a template.
For firms with an in-house system, an unusual workflow, or a specific competitive edge that off-the-shelf tools can't reach. We design, build, and deploy the agent — with the same security posture as everything else we ship.
Larger firms and fintech operators with engineering capacity or ambition, and a workflow worth investing in properly.
- Discovery and workflow modelling
- Custom agent design and toolchain
- Integration with proprietary systems
- Security controls and monitoring
- Handover documentation and training
Scoped per engagement.
Custom scoped