Smarter Sustainability 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 sustainability, personalize portfolios, and stay ahead without increasing cost or complexity.
Trusted by Leading Financial Institutions
Complex Demands Are Slowing You Down
Tools That Help Wealth Managers Cut Through the Noise
Better Advice, Smarter Allocation, Stronger Trust
Make Values-Based Investing Effortless
Turn Data Into Clear, Client-Ready Stories
Simplify Compliance, Focus on Clients
All the Coverage You Need, None of the Complexity
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.
Learn MoreTell 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.
Learn MoreKeep 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.
Learn More“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.”
Why Do Leading Wealth Managers Choose Clarity AI?
AI That Makes Sustainability Easy to Explain
Clear Reports Start with Better Data
FAQs
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Contact usDo 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.
Research and Insights
Latest news and articles
[Sustainability Wired] Artificial Intelligence in Finance: How Investors Are Unlocking 40% Productivity Gains
Lorenzo Saa and Neil Brown explore how the use of artificial intelligence in finance is helping investors unlock 40% productivity gains.
[Sustainability Wired] Biodiversity and Investment: There’s an $8.1 Trillion Need. But Is It An Opportunity?
Lorenzo Saa and Rose Easton explore why biodiversity is rising on investor agendas—and what’s still holding capital back from flowing into nature.
The Real Business Case for Diversity: Data, Decision-Making, and Competitive Advantage
Discover why real diversity goes beyond demographics and how companies can leverage it as a competitive advantage in this discussion with Clarity AI’s leaders.
