Right numbers. Private data.
Every investor asks two questions before trusting a tool with their portfolio: are the numbers right, and is my data safe? Here are our answers.
How we check every number
Each notice is compared with the capital account statements before and after it: duplicates, impossible amounts and gaps stand out.
What Clariteer cannot reconcile is flagged for you, never quietly added to your totals.
Every figure links to the page of the PDF it came from. You, your accountant or an auditor can verify it in seconds.
You confirm what is extracted and can edit any value. The app tracks which documents are missing for each fund.
How we protect your data
Your portfolio data and documents are stored in Switzerland, which the EU recognises as protecting data as well as GDPR.
Your data is encrypted when it travels and when it is stored.
Only a few named members of our technical team can access it, behind multi-factor authentication.
Our AI provider reads your documents to extract the figures, then deletes them. They are never used for training, by us or by our providers.
Several copies in two separate regions, continuous backups and round-the-clock monitoring.
Invite your advisor or family with their own login and remove them at any time. Export or delete your data whenever you want.
Need the details? Ask for our security overview.
Hosting, access, AI providers and backups, in plain language, for you or your IT and compliance team.