CLARITY

Clarity is designed to be used in front of the client. The layout is simple and logical and its calculations, analysis and particularly the graphs are easily understandable by clients... Client understanding of the advice process and the methodology employed is at the heart of the FSA's Treating Customers Fairly initiative. Clarity provides the tools to assist you in meeting your TCF requirements... Clarity's aim is to help advisers provide high quality, compliant advice on a wide range of areas. As well as the obvious subjects of life assurance, investments and pensions, it addresses often-neglected areas such as Income Tax, Bank & Building Society advice, and Inheritance Tax mitigation.

Also known as: Clarity Financial Planning Software Ltd, clarity software

Primary location: United Kingdom