Clavai builds AI-powered tools that give wealth management practices their time back — starting with PolicyDesk, now joined by ReviewDesk.
The fastest way to produce a consolidated policy schedule for any wealth management client — every policy, every value, every beneficiary, in one branded document.
Upload an insurer statement — PDF, photo or paste. PolicyDesk reads it, extracts all the values and relationships, and generates a branded client-ready schedule in minutes. Investments, life cover, income protection, severe illness, disability, medical aid, gap cover and more — all in one place.
The fastest way to know which clients are due for their annual review, what's changed since last time, and what to say about it — every flag, every action, one signed-off record.
ReviewDesk watches every policy schedule you've already built in PolicyDesk. When a review falls due, it compares this year's schedule to last year's, flags what's materially changed, and drafts a plain-English explanation of why it matters — cover gaps, premium shifts, drawdown drift. You approve or dismiss every flag before anything is final, and one click produces a dated, compliance-ready review pack.
Drop in a statement PDF, photo or paste the text. Any insurer, any format.
Values, dates, beneficiaries and premiums pre-filled. Ready in seconds.
Human review of every field before anything is saved. You stay accountable.
Branded PDF with portfolio totals, action diary and AI overview — in one click.
ReviewDesk scans every client's schedule history and surfaces who's due this month.
Compares this year's schedule to last year's and explains what changed, in plain English.
Every flag is approved or dismissed by the advisor before anything is final.
A branded, dated review pack — a record of advice, ready to file or send.
30 days, up to 25 client portfolios, agreed success criteria. PolicyDesk and ReviewDesk both included from day one. If it doesn't clearly save your team hours in the first month — walk away with a full data export and no invoice.