ClaroConnect provides a free service to individuals to find the perfect financial advisor. Individuals can screen through multiple criteria like location, qualifications and fees. They can also search for custom keywords such as "estate planning" or "socially responsible investing" to find only the advisor's profiles who meet their exact criteria. Investors can then read the advisor's profiles and decide who they want to contact.

For financial advisors, ClaroConnect provides the highest return on investment of any marketing they can do. Because of ClaroConnect.com's high ranking in search engines, an advisor's profile will often be seen by more prospects than the advisor's own website. Just one new client, or the internet exposure itself, are worth more than the small annual fee advisors pay to be listed on ClaroConnect.