Your clients' data, protected.
Advisers trust FinClarus with sensitive client information. Here is how we keep it safe.
Encrypted, always
Client data is encrypted in transit and at rest, so it stays unreadable if it is ever intercepted.
Isolated per adviser
Strict row-level security means you can only ever read or write your own clients' data. No adviser sees another's book.
Never sold, never shared
We do not sell, rent, or share your data with third parties. Your client list is yours alone.
Tamper-proof audit trail
On Elite, every saved plan version is sealed into a hash-chained ledger, so a record cannot be quietly changed after the fact.
You stay in control
Export or remove client data whenever you want. You own it, and you can take it with you.
Privacy by design
Built with India's data-protection rules in mind. FinClarus is planning software, not a financial adviser, and every figure is an estimate the adviser reviews.
Security you and your clients can trust.
Start free today, no card required, and see how FinClarus protects every plan.