KlarSync builds AI agents and automation for wealth managers, financial advisers, and other regulated firms. Less time re-keying data and assembling reports. More time actually advising clients.
Security-first by design. Every workflow built to survive a compliance review.
Average time to build a single suitability report by hand.
Of adviser time lost to admin, reporting, and data reconciliation.
That admin time contributes nothing to client outcomes.
Every hour a paraplanner spends copying data between systems is an hour nobody billed for and no client noticed.
Purpose-built AI agents that handle the admin your team hates — suitability reports, annual reviews, fact-find refreshes, MI reporting. Integrated with the tools you already use.
See how it works→Agentic security assessments and continuous monitoring. We protect your automations from prompt injection, data leakage, and unauthorized agent behavior — so your compliance officer can sleep.
Learn more →Custom AI agent development for firms with specific workflows or in-house systems. When off-the-shelf doesn't cut it.
Learn more →AI agents can be tricked — and most firms deploying them don't know that yet. A malicious email, a poisoned document, a compromised integration — and suddenly your automation is leaking client data or making decisions it shouldn't.
We build every KlarSync system with agentic security at the core. Input validation, tool allowlisting, human-in-the-loop checkpoints, full audit logging, and continuous monitoring for anomalous behavior. Every workflow we ship is designed to pass a compliance review, not just a demo.
30-minute call. We understand your firm, your workflows, your compliance requirements.
Two-week deep-dive. We map your workflows, identify the highest-ROI automations, and deliver a written roadmap. Fixed fee, no commitment beyond it.
We design, build, and deploy your first automation with security controls, testing, and full documentation. Typically 4–6 weeks.
Monthly retainer covers monitoring, optimization, and new workflow rollouts. We stay in the trenches with you.
If your firm handles sensitive client data and is regulated by the FCA, SEC, or an equivalent authority, KlarSync is built for you.
UK wealth manager, 12 advisers
A typical engagement:
An internal agent drafts the suitability report from fact-find data, KYC records, and portfolio state. Every draft is reviewed by the adviser before it leaves the firm.
IFA network, 40+ advisers
A typical engagement:
Automated collection, formatting, and cross-checking of annual review packs, with a human sign-off gate before anything reaches the client.
Regulated fintech, EU
A typical engagement:
Behavioural monitoring watches every agent action in production and flags prompt-injection attempts from inbound documents before they land.
We're early, and we'd rather show you a live demo than a polished logo wall. Book a call and we'll walk you through a working system.
Thirty minutes, no pitch. We'll look at how your firm works and tell you honestly where automation makes sense — and where it doesn't yet.
Or email us directly at hello@klarsync.com