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Measure portfolio impact across the UN SDGs:

  • Compare portfolios across UN SDGs and relative to benchmarks
  • Access detailed scores per UN SDG across 60+ metrics
  • Perform screening and set UN SDGs targets

About Clarity AI

Clarity AI is a global technology platform that empowers financial professionals and investors to manage the impact of their portfolios through a proprietary platform that leverages big data and machine learning. Founded in 2017 by Rebeca Minguela, Clarity AI has offices in the US, UK and Spain and a client network representing over $10 trillion USD of assets under management. Clarity AI provides a best-in-class, end-to-end, technological solution offering the most reliable data, proprietary ratings for Impact, Risk and Regulation, and a technology platform to visualize and customize analyses.

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Category

Practice Management
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Serving RIAs Since

2019
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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.