Claritalk is already where you work.
Your firm runs on AdminPulse, Silverfin, FID-Manager, BrokerCloud, and Outlook. Claritalk integrates with these systems and operates bi-directionally: it reads what you need for client contact — meeting, phone call, or email — and writes back what has been decided. No migration, no export.
Claritalk retrieves
Agenda, client cards, tasks, figures, and mandates. Only what's necessary to prepare a meeting, with source attribution for each data point.
Claritalk bundles
Four systems become one client file view: what has changed, what's outstanding, what warrants a question at the table.
Claritalk provides feedback
Tasks, hours, notes, and reports go to the system where your colleagues expect them — only after your approval.
Exactly what goes in and out
Below are the systems with which Claritalk has the deepest integration, detailing what it reads from and writes back to each. There are more than these: the rest can be found in the marketplace within your own environment.
AdminPulse
The beating heart of your firm's organisation: clients, tasks, deadlines, and time tracking.
Silverfin
The figures the conversation is truly about: quarterly reports, trends, work programmes, and talking points.
FID-Manager
Mandates, client file follow-up, and the administrative reality behind each client.
BrokerCloud
For firms with a broker division, ensuring those client files are also included.
Outlook
Where your day begins: your calendar, your invitations, and your inbox. Gmail and Google Calendar work just as well.
Any meeting platform
Connect runs as an overlay on your own screen, even when you simply project figures at the client's office. For digital conversations, it works in Teams, Google Meet, Zoom, or whatever meeting platform your firm uses.
Discover other integrations
The deepest integrations are listed above, but not all. In the marketplace, you'll find the rest: the Microsoft and Google tools, and the integrations we continue to add. You enable them yourself, per firm, without our intervention.
You must be logged in to Claritalk.
Do you use another software package?
Claritalk integrates via API and webhooks. Tell us what system your firm uses, and we'll explore together what's possible today.
A talking point starts in Silverfin and returns with a conclusion.
Anyone can retrieve data. The difference lies in what happens after the conversation: Claritalk closes the loop and writes to both systems simultaneously. That is the most complete integration in the sector.
| Step | What happens | Where it's located |
|---|---|---|
| Preparation | Your team notes the discussion points in the client file, as they do today | Silverfin |
| Preparing | Claritalk retrieves the talking points and adds them to the figures and outstanding tasks | Claritalk |
| Discussion | Connect displays them as a checklist during the conversation; you tick them off as you talk | Your own screen |
| Conclusion | For each point, the conclusion is recorded: what was decided, by whom, by when | Claritalk, after your approval |
| Writing back | The conclusion returns to the talking point, and the follow-up becomes a task | Silverfin and AdminPulse |
You determine what Claritalk can see and write back.
Permissions per user
Who sees which client files follows the permissions you have already set in your own systems.
Approval before writing back
No task, hour, or report is sent without someone pressing "approve". You set who is authorised to do so.
Traceable to the source
Every data point in a preparation shows which system it comes from, so you never have to blindly trust a suggestion.
Request the complete processing and security file during the demo.
Curious what's in your systems?
Create your account, link one test client file, and immediately see what Claritalk extracts and what flows back.
Prefer to get in touch with one of our sales representatives? Schedule a short meeting.