Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
- Family offices
- Hybrid firms
Target firm size
- Mid-Size
- Small
Integrations
Clarista has 10 integrations in our directory
Search below to find what you're looking for
- Addepar Level 1
- Advisor360 Level 1
- Arch Level 1
- Black Diamond Level 1
- Box Level 1
- Canoe Intelligence Level 1
- Comply (RIAInABox) Level 1
- Dropbox Level 1
- Microsoft OneDrive Level 1
- Schwab Level 1
- Tamarac Level 1
- Wealthbox Level 1
Use the search above to find specific integrations
No integrations match your search.
APIs and Security
Security checks
None, Periodic SOC certification, ISO 27001 certification
Public APIs
Yes - Our APIs allow other developers to 'GET' information from our application.
API authentication
HTTPS
Data refreshed live via API
Yes
Developer portal exists
No
Developer sandbox URL
No
