Your secure hub for all things financial planning and investing
clarityONLINE provides access to a wealth of information and interactive tools to help you manage your money. Anyone can register, free of charge, to access:
- our user-friendly financial calculators and other interactive tools to help you better understand and evaluate your needs;
- guides, briefings and research covering a broad range of financial issues to help you make informed decisions.
clarity clients can also manage and top-up your investments online, use our WealthPlan tool* and benefit from our online virtualWRAP® service.
Why join clarityONLINE?
Easy-to-use financial
planning & investment
calculators
Invest & manage
your portfolio
online
Access expert guides,
factsheets and
research
Share access with
your loved ones and
advisers
Financial planning and investment calculators
Helping you ‘do the maths’ to achieve your financial goals, model different scenarios, and see the potential impact of small changes to your plans. Please note, to use our calculators you need to be logged in to clarityONLINE - it’s free to use, you just need to provide some basic details to set up your account.
Manage your portfolio and invest online
If you’re a clarity client, you can manage your portfolio, carry out fund switches and top-up your investments all through clarityONLINE. Note that this functionality depends on the underlying platform(s) you use. Log in to your account to see the full range of options available to you.
WealthPlan
WealthPlan is a powerful financial planning and cashflow modelling tool, that brings together all of your financial information, and provides a year-by-year graphical summary of your estimated future capital and income vs your targets.
*WealthPlan is only available to clarity clients who use our ongoing strategic financial planning services.
virtualWRAP®
virtualWRAP® gives you a single valuation of all assets held via clarity; regardless of the underlying platform or investment manager. With direct feeds from most major platform providers, you can see a complete, current valuation at any time.
Self-managed holdings
Building on your virtualWRAP®, you can use our self-managed holdings functionality to manually add any other assets you’d like to include in your valuation - such as physical property, or direct share or bond holdings.
Guides and factsheets
Financial planning, tax and investments can be complex, with ever-changing rules and legislation. We provide an entire library of guides, research and factsheets to help you understand more about the issues that matter to you.
Investment research
For many people, one of the most difficult aspects of financial planning is understanding investments and having the confidence to make your own decisions. Through clarityONLINE, you can access our investment committee’s research, including our fund buy list (with ESG** options for all main sectors), quarterly fund focus update, and regular briefings and webinars on a range of topics.
**Environmental, social and governance: a method of screening investments based on ethical and sustainability criteria.
clarity is completely independent, meaning we’re not tied to any product provider, platform or investment management group. clarityONLINE, WealthPlan and VirtualWrap® are all proprietary systems; designed, built and maintained by clarity’s in-house development team.
Join clarityONLINE
Free of charge, access our full range of research, guides and calculators.
Covering all aspects of FINANCIAL PLANNING and INVESTING.