Guide Clients Through Bear Markets with a Long-Term Perspective

Client-Friendly, White-Labeled Market and Economic Insights for Your Client Communications

Clients and Prospects Need Your Guidance More Than Ever

Clearnomics is an easy-to-use software platform that arms wealth advisors with market and economic insights that help clients stay invested. Our technology empowers investment teams to deliver valuable insights quickly and easily, saving significant time and resources and boosting client engagement.

What Leading Advisors Say About Clearnomics

In wealth management, information is critical. Clearnomics provide easy to understand, visual charts that helps us as investment advisors when communicating with clients. Having up-to-date charts at our fingertips enables us to easily put together customized presentations that address specific client concerns. This mitigates the emotional challenges that can cause investors to make irrational decisions.

client-image

Carrie Coghill, CFP®, AIF®

President, CEO

Clearnomics has helped me expand my capabilities as an advisor. With their intuitive platform, clear and concise market updates, and personalized suite of deliverables, I now feel current, confident and better equipped to truly assist my clients in their journey towards financial independence.

client-image

Brent Sutherland, CFP®

Owner, Financial Planner

We’ve gotten a lot of use out of the Clearnomics charts. We use them both internally and with clients, as well as blog posts. It’s great to have a visual to back up the data you are presenting. And the Clearnomics chartbooks are super easy to use!

client-image

Mike Minter, CFP®, CFS®

Portfolio Manager

We use Clearnomics on a daily basis at our firm. We use the insights not just to update our employees on the state of the world and global markets, but also as a tool to easily illustrate to clients what’s happening in the global economy and in their investment accounts. The customization that the platform provides is incomparable to any other technology. It’s become a staple at our company.

client-image

Lester Botkin, CFA

Chief Investment Officer, Financial Advisor

Getting Started Is Risk Free

Are you an individual advisor, an RIA team or an asset/wealth management enterprise?
We have a solution for you.
Simple Pricing
Wealth Advisors
For RIAs, IMOs, BDs, etc.
Request Your Free Trial
  • Enhance your practice with polished chartbooks of customized market and economic insights
  • Automatically white-label all materials with your firm's brand
  • Arm your advisors with clear talking points to frequently asked market questions
  • Use our intelligent assistant to get answers quickly
  • Create social media charts for your firm with custom disclosures
  • Provide your advisors with updated chartbooks in their inboxes - automatically
Enterprise Pricing
Enterprises
For large RIAs and asset managers
Contact Us
  • Empower your advisors with market insights that improve prospect and client engagement
  • Import your existing insights to unlock their full value with digital tools
  • Simple pricing and powerful turn-key technology that scales with your needs
  • Customized branding to meet your firm's needs
  • Available anywhere on desktop, mobile and tablet devices
  • Custom market and economic training sessions and research support available

We Proudly Participate in These Programs

  • program-logo
  • program-logo
  • program-logo

Our Team

James Liu, CFA

Founder & CEO
profile-image
James has devoted his career to providing market and economic insights to financial advisors and institutional investors. Having worked with thousands of advisors across the country, he has a deep understanding of the challenges they face in helping clients position for long-term trends.
READ FULL BIO

John Lee

Director of Product
profile-image
John is passionate about identifying industry pain-points and solving complex problems with elegant digital solutions. He works with multi-disciplinary teams and leads Agile software development workflows to deliver powerful and intuitive technology platforms.
READ FULL BIO