Coming soon

Your clients.
Your brand.
Your edge.

Email is noisy, cluttered and increasingly ignored — a junkyard where important information gets lost, unread, and unbranded. It's not secure, and it puts your communications alongside spam. klasp gives your clients a dedicated app that's unmistakably yours. Think of it as Activepipe, Slack, Canva and your social media channels — all under one roof, all in your brand, for less than $100 per month.

Register for early access Your questions answered
SafeStreamlinedSmart
Smith Finance
Your trusted advisers
Market update: Interest rates are on the move. Based on your financial position, here's what this means for you…
AI content — written in your tone, not everyone else's
Built for Australian finance professionals
Client document vault & audit trail
White-labelled to your brand
No long-term contracts

“Stop sending the same content as hundredsof other advisers.”

Your clients are smart. They can tell when content is generic. klasp uses AI to create bespoke, compliant communication in your voice — so every touchpoint feels like it came from you, not a template.

Everything you need

Built for the way you work

klasp brings together everything you'd normally need Activepipe, Slack, Canva and your social tools for — in one platform, under your brand, built specifically for Australian finance professionals.

AI content in your tone

Generate bespoke client content — market updates, rate alerts, newsletters — that sounds like you, not a chatbot or a competitor.

📱

White-label client app

Your clients stay connected to your brand long after the transaction is done. A personalised portal that keeps you front of mind — not just when they need something, but always.

📣

Multi-channel social posting

Create, schedule and publish across LinkedIn, Facebook and Instagram from a single built-in platform.

💬

Two-way client messaging

Organised conversation threads with every client — secure, searchable, and always in context. No more chasing emails.

📢

Broadcast & segment messaging

Send targeted updates to the right clients at the right time. Segment by loan type, settlement date, suburb or any custom group — and broadcast with one click.

🛡️

Audit trail built in

Every document upload, share, and client interaction is logged automatically. Complete visibility for you and your clients, with no manual record-keeping required.

Three pillars

The complete practice platform

01
Create & distribute
AI-powered content creation across email, social, and in-app — all in your brand voice, all compliant.
02
Connect & communicate
Organised two-way client messaging with full conversation history — on your portal, under your brand.
03
Collect & manage
Secure document collection, e-signatures, and client data — one streamlined workflow from first enquiry to settlement.
White-label portal

Your brand on every screen

Every client gets a fully branded portal with your name, your colours, your identity. Not klasp's. One platform, infinite brands.

No App Store requiredInstant updatesZero per-client cost
Smith Finance
Apex Accounting
Parker Wealth
FAQs

Questions worth asking

About klasp
Your branded app
AI content
Security & compliance

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klasp is launching soon. Register now to get early access pricing, launch updates, and a say in the features we build first.

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