Your clients' data, protected.
Client records are the most sensitive data an adviser holds. Here is exactly how this software stores, isolates and protects them.
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.
Nothing is lost by accident
Deleting a client hides it for 30 days so a mis-click can be undone, and the whole database is backed up every night.
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.