Show the value, not the spreadsheet.
Clarity is the client review dashboard for advisors. It reads your Google Sheet and turns it into a clear, client-ready picture — coverage, retirement readiness, and the gaps, all in one view.
Your spreadsheet, finally client-ready.
Advisors keep everything in sheets: policies, CPF, investments, goals. Clients see a wall of numbers. Clarity renders that same data as a clean visual review, so the conversation is about the plan, not the formatting.
Everything in one view
Net wealth, policies, investments, CPF and goals, together at last.
Coverage gaps at a glance
See shortfalls across death, TPD, critical illness and hospital cover instantly.
Model goals live in a meeting
Show how plans can adjust for retirement readiness.
Client-ready in one click
Export your working sheet into a clean, tidy PDF.
Built into Google Sheets
No new software to learn. It works with the sheets you already keep.
Private by design
Data stays in your own Google account. Nothing is copied or stored by us.
A closer look
Ready to try Clarity?
Clarity is in early access, limited to 100 advisors. Subscribe and we'll set up your access within one business day.
Join the Founding 100