Product Description

About this Product

Clearnomics is the market insights platform for wealth advisors:
  • Create market and economic insights for clients with the click of a button
  • Build chartbooks and presentations for client reviews, newsletters, and more.
  • Grow your brand with white-labeled insights.

About Clearnomics, Inc

Your clients have questions and concerns, especially in uncertain and volatile markets. Clearnomics makes it easy to provide your clients with the market and economic insights that help them stay on track to achieve their financial goals. Our technology platform makes it easy to customize these insights which saves valuable time and resources, and improves the client experience. Our software also makes it easy to white-label insights with your brand, enhancing your practice while building trust with clients.

Product Details

More info about us

Categories Icon

Category

Research & Analytics
Serving Since Icon

Serving RIAs Since

2016
Discounts Icon

Discount for Schwab Clients?

No

0719-93C0

API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.

References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.

Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.

Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.