Company Performance Metrics
Advanced Financial Analytics develops software for portfolio and risk management across public and private assets. The company provides the Clarity platform, which runs on Mac, iOS, web, and Vision Pro to deliver analytics for self-directed investors, family offices, asset managers, and institutions. Clarity aggregates positions from multiple
brokerage and financial accounts and supports equities, ETFs, fixed income, derivatives, liabilities, and private market holdings. Users can run factor analysis, Monte Carlo simulations, user-defined stress tests, and historical backtests to understand risk and performance. The platform offers real-time market data, cashflow and liability projections, and advanced visualization tools including 2D, 3D, and animated graphics. It also includes reporting capabilities via Clarity Web & Reporting for standardized PDF outputs.
