Klaris icon
Klaris icon

Klaris

Klaris brings together your complete financial picture, investments, spending, goals, and an AI assistant that actually knows your money, and solves the problem of tying your daily-financial habits with long-term investment outcomes.

Klaris screenshot 1

Cost / License

  • Pay once or Subscription
  • Proprietary

Application type

Platforms

  • Online
  • Software as a Service (SaaS)
Klaris screenshot 1
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Features

Properties

  1.  Privacy focused

Features

  1.  Ad-free
  2.  End-to-End Encryption
  3.  Cash Flow Analysis
  4.  Bank integration
  5.  Goal Tracking
  6.  Import CSV Data

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Klaris News & Activities

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Klaris information

  • Developed by

    US flagLattice Money, Inc.

  • Licensing

    Proprietary and Commercial product.

  • Pricing

    One time purchase that costs $249, and / or subscription ranging between $7 and $10 per month.

  • Alternatives

    4 alternatives listed

  • Badge

    Get an embeddable badge for Klaris

  • Supported Languages

    • English
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Official Links

What is Klaris?

Klaris goes beyond traditional backward-looking budgeting by offering a highly technical, forward-looking approach to personal finance. While most financial apps focus entirely on categorizing past transactions, Klaris utilizes advanced data architecture to help users actively model, predict, and manage their financial trajectories.

Built for users who require rigorous, data-driven insights, Klaris automates the heavy lifting of wealth management. By leveraging tools like Monte Carlo simulations and intelligent data retrieval, it acts as a sophisticated financial co-pilot. It seamlessly syncs with your financial institutions to provide a dynamic, real-time view of your net worth, cash flow, and long-term goals, turning raw data into actionable financial foresight.

Key Features Predictive Forecasting: Run advanced simulations (including Monte Carlo modeling) to stress-test future wealth and retirement scenarios.

Automated Account Syncing: Secure, real-time financial tracking across banking and investment accounts.

AI-Driven Architecture: Built on advanced AI infrastructure for highly contextual, intelligent financial analysis.

Holistic Wealth Tracking: Monitor net worth, analyze cash flow trends, and project long-term investment growth from a single dashboard.