Create Client-Ready Market Insights in Seconds.
For Less Than the Cost of a Coffee a Day.
Clearnomics is not like other advisor technology. Delivering polished market insights to clients and prospects takes seconds, not hours or days. Create client value and differentiate your practice for less than the cost of a coffee a day.
Getting Started Is Simple and Risk-Free
We have a solution for you.
Easily create client-friendly chartbooks with market and economic insights
Create social media charts with your own custom disclosures
White-label your chartbooks with your own logo and profile to deepen your brand
Access clear talking points to commonly asked market questions or add your own insights
Receive automatic chartbook updates right in your inbox – on your schedule, on any device
Empower your team 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 or add your team’s insights
Use our intelligent assistant to get answers quickly
Create social media charts for your firm with custom disclosures
Provide your advisors with updated chartbook in their inboxes – automatically
Empower your advisors with market insights that improve prospect and client engagement
Simple pricing and powerful turn-key technology that scales with your needs
White-label all materials with your firm’s branding
Available anywhere on desktop, mobile and tablet devices
Custom market and economic training sessions and research support available
We Proudly Participate in These Programs
James Liu, CFA
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.
James is also passionate about the role of technology in wealth management. He has designed and built several data-driven, digital capital markets research technologies over the course of his career.
Previously, he was a Global Market Strategist with JPMorgan where he helped to develop the Guide to the Markets. Prior to this, James was a Partner at Copia Capital, a hedge fund in Chicago. He appears regularly on CNBC and in the financial press.
In his spare time, James enjoys all activities involving food. He lives with his wife, kids and golden retriever in New York City.
James is a CFA charterholder. He earned an MBA with honors from The University of Chicago Booth School of Business and holds a BA from The University of California, Berkeley.
Lisa Brignoni, CFA
Director of Advisor Success
Lisa is passionate about helping financial advisors discuss markets with confidence so they can focus on building their practices. She brings a decade of experience from the management consulting and investment management industries to drive growth and engagement with advisors. She focuses on analyzing industry trends and advisor feedback to steer our content and tools.
Prior to Clearnomics, Lisa served as an investment strategist focused on international markets with Fragasso Financial Advisors. She has also held roles with First Annapolis Consulting in the U.S. and Europe.
In her spare time, Lisa enjoys traveling around the world with her husband and cooking Latin cuisine.
Lisa is a CFA charterholder and earned a BS in Economics from the University of Pennsylvania.