Asset management focus Target ClaraPHI as a client for responsible asset management solutions and cost efficiencies given their advisory network model and emphasis on simplifying and lowering costs for investors and institutions.

Small to mid-size scale Leverage their 11-50 employee base and $1M-$10M revenue to position scalable services, offering affordable, high-impact tools and platforms tailored for small to midsize advisory firms seeking institutional-grade capabilities.

Strategic partnerships Capitalize on their existing partner dynamic, such as the Dynamic Advisor Solutions collaboration, by proposing enhanced due diligence, due diligence tooling, and co-managed portfolios to expand cross-sell of investment research and alternative assets.

Alternative investments Position to provide due diligence, monitoring, and compliance solutions for alternative investments and ETFs that ClaraPHI already engages with, aligning with their recent stake activity in high yield and buy-write products.

Technology modernization Offer lightweight, compliant tech stack enhancements and data analytics (e.g., Snowplow, Microsoft 365 optimization, secure forms) to boost advisory efficiency and client reporting, aligning with their current technology footprint.