Turn ESG Preferences Into MiFID II-Compliant Advice
Integrated, Automated, and Built for Real Conversations
Capture ESG preferences, match them to financial products, and meet MiFID II rules without disrupting your existing workflows.
Trusted by Leading Financial Institutions
The Question Feels Simple. The Rules Don’t.
Our Solution at a Glance
An End-to-End Solution for MIFID II ESG Preferences
Make Sense of Complex ESG Preferences
A methodology built to support clear, consistent investor recommendations:
- Full alignment with the SFDR PAIs, EU Taxonomy and Sustainable Investment definition
- Ready-to-use classification system for Article 8 & 9 products
- Values-based framework beyond a checkbox exercise
Take the Manual Work Out of Matching
An automated, API-first solution that fits into your existing suitability workflow without disruption:
- Regulatory updates integrated as guidance evolves
- New financial products continuously screened and added to the universe
- EET-reported data collected and refreshed as it becomes available
Work With Reliable Data You Can Defend
Market-leading datasets that combine breadth, traceability, and explainability:
- Coverage across funds, equities, and fixed-income
- Transparency into reported vs. estimated data, with clear methodology
- Audit-ready structure to support internal controls and external reviews
What We Stand For
AI You Can Rely On. Data You Can Defend.
AI That Powers Relevance, Not Just Compliance
Data That’s Built for Client Conversations and Compliance Reviews
Beyond MiFID II/IDD
Other EU Regulations We Support
Sustainable Investment
SFDR PAIs
EU Taxonomy
One Solution for Every Use Case
Compliance that Matters to Your Clients
Design and Classify Sustainable Financial Products
Provide transparent product-level ESG data (e.g., SFDR classifications, sustainable investment percentages, and PAI metrics) to distributors so they can accurately match them with investor preferences.
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Matching Client ESG Preferences to Suitable Investments
Integrating ESG preference questionnaires into advisory workflows. Filtering investment products based on MiFID II ESG preferences. Recommending SFDR Article 8 & 9 funds that align with client values.
Learn moreFAQs
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Contact usHow does Clarity AI handle gaps or inconsistencies in EET data?
EET is the standard format for ESG product data under MiFID II, and Clarity AI fully supports it. But not all manufacturers provide complete or consistent EET files. When data is missing or unclear, we enhance coverage with our proprietary, transparent estimates, clearly flagged and fully documented. This ensures preference matching remains accurate, consistent, and defensible, no matter the data quality received.
What data does Clarity AI use to match preferences?
Clarity AI combines proprietary data and EETs to deliver comprehensive coverage across funds, equities and fixed-income. Every data point is traceable to its original source or estimation method, so you can make decisions backed by transparency, not guesswork.
How does Clarity AI help navigate evolving MiFID II guidance?
EU Regulations for sustainable finance are still evolving, and interpreting it correctly can be tricky. Clarity AI provides clear, structured methodologies aligned with the regulation, and we continuously update our models as regulatory guidance shifts. You get clarity, consistency, and confidence in your suitability processes, even as expectations change.
How is ESG product alignment documented and justified?
Every ESG preference match comes with full justification clearly showing how each financial product meets the client’s expressed preferences across SFDR, EU Taxonomy, and PAI considerations. You get transparent logic, documented sources, and regulatory references to support both internal checks and external compliance reviews.
Can you integrate into existing suitability processes?
Clarity AI is designed to integrate seamlessly with your existing MIFID II suitability assessment process. Our API-first solution enables easy connectivity with your current suitability engines and portfolio management tools. By sourcing high-quality ESG preference data directly through our API, financial institutions can eliminate manual data handling and streamline the entire ESG preference assessment process without disrupting existing compliance workflows.
Research and Insights
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