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Investing in the Age of AI

Smarter Insights for Wealth Managers. Clear Value for Clients.

Meet Client Demands, Maintain Compliance, Maximize Efficiency

Wealth managers must balance growing client expectations, regulatory requirements, and operational pressures. Clarity AI makes it easy to explain risks and impacts beyond financials, personalize portfolios, and stay ahead without increasing cost or complexity.

Trusted by Leading Financial Institutions

Blackrock
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Santander
ING
BNP Paribas
  • Santander
  • hsbc logo

Complex Demands Are Slowing You Down

Investors are changing. They want facts, not fluff. Regulations and a new world order increasingly require conversations about sustainability, pushing advisors to move from jargon to clear, relatable language. But the data is messy, the rules keep shifting, and costs are rising. Clarity AI cuts through the noise with AI-powered tools and automated reports, so you can deliver more, with less.

Tools That Help Wealth Managers Cut Through the Noise

Better Advice, Smarter Allocation, Stronger Trust

Make Values-Based Investing Effortless

Show clients their values are reflected in their portfolios. Whether they care about climate, biodiversity, or exclusions, our tools help you match investments to what matters. Clearly, consistently, and without the manual burden.

Turn Data Into Clear, Client-Ready Stories

No more dense disclosures or awkward explanations. Our reports are built for conversations: branded, personalized, and easy to explain. Make every 1:1 feel relevant, more engaging, and more actionable.

Simplify Compliance, Focus on Clients

Stay ahead of regulatory demands without added complexity. Clarity AI combines cost-efficient tools with robust, auditable methodologies—so you can meet SFDR, EU Taxonomy, and MiFID II requirements with confidence.

All the Coverage You Need, None of the Complexity

  • ESG Risk
  • Climate & Nature
  • Impact
  • Regulations

Simplify ESG Risk and Screening

Apply screens, assess ESG risk, and align with client preferences using data that's easy to access and explain.

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Connect Portfolios to Environmental Goals

Show clients how their portfolios align with climate and biodiversity goals. From carbon footprint to nature-related risks, our tools break it down simply. No PhD needed.

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Tell the Story Behind the Portfolio

Turn impact data into meaningful stories. Show real-world outcomes with intuitive, client-ready visuals linked to the UN Sustainable Development Goals.

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Keep Compliance Clear and Simple

Whether it’s SFDR, EU Taxonomy, or MiFID II, stay ready with clear, explainable outputs that support both compliance and communication.

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Clarity AI equips our advisors with powerful tools that help our clients invest based on their own beliefs and values. With Clarity AI we can communicate to clients the impact of their portfolios in an understandable way.”

Jordan Park

Vice President, Investment & Impact Advisory

Why Do Leading Wealth Managers Choose Clarity AI?

AI That Makes Sustainability Easy to Explain

Your clients don’t want complexity, they want clarity. Our AI turns dense disclosures into simple, story-driven insights you can use in real conversations. No jargon. No black boxes. Just answers that make sense.

Clear Reports Start with Better Data

We collect, clean, and standardize data from over 2.3 million companies and 450,000 funds so you don’t have to. The result? Reliable, branded reports your clients actually understand. Whether they’re curious or committed, you have the tools to make impact personal.

FAQs

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  • Do you support the European ESG Template (EET)?

    Yes, Clarity AI provides full access to fund-level ESG data, including the European ESG Template (EET). This helps you align investment products with client preferences and regulatory needs like MiFID II and SFDR, with maximum coverage and minimal effort. We also support fund managers with EET generation directly from our platform, helping ensure consistent, reliable data across the investment value chain.

  • Can I generate branded client reports?

    Yes. Our reports are customizable, branded, and generated in seconds. Ready to share in meetings, onboarding sessions, or periodic reviews. They’re designed to help clients see how their investments align with their values without spreadsheets or jargon.

  • How does Clarity AI support MiFID II?

    Clarity AI helps you meet MiFID II (and IDD) requirements by mapping financial products to your clients’ sustainability preferences automatically. With leading coverage across funds, equities, and fixed income, plus full transparency into data sources and methodologies, our ready-to-use solution makes it easy to align product recommendations with regulatory demands and client values.

  • Can I integrate your solutions into existing processes?

    Our tech-based solutions can be easily integrated into current processes, through an intuitive web app, API access, or customizable widgets. We also partner with leading investment platforms like Aladdin and eFront by BlackRock, SimCorp, Caceis, HSBC SS, Infront, and more, ensuring a smooth transition without disruption.

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