Alternatives to Clarity AI
Clarity AI sells sustainability and other non-financial data, analytics and reporting software to asset managers, banks, wealth managers, family offices and companies. Its wealth management offering helps advisers apply client values and regulatory preferences to portfolios and explain the results to clients. Read the Clarity AI profile.
KoyfinIn the news
Market data, portfolio analytics and client reporting for advisors
- RIAs
Data & researchFree tier, paid plans
YCharts
Investment research, portfolio analytics and proposal software for advisors
- RIAs
- Broker-dealers
- Banks and trust companies
- Asset managers
Data & researchPer seat
FinMason
Investment and risk analytics API for asset managers, wealth firms and insurers
- Asset managers
- RIAs
Data & researchCustom quote
Wilshire
Indexes, investment analytics and model portfolios for institutions and advisors
- Broker-dealers
- RIAs
- Family offices
- Asset managers
Data & researchCustom quote
Capital Preferences
Behavioral client discovery and preference profiling software for wealth managers
- RIAs
- Asset managers
Data & researchCustom quote
CFRA
Independent equity, fund and ETF research and data for wealth firms
- Broker-dealers
- RIAs
- Banks and trust companies
- Family offices
Data & researchCustom quote
DataPoints
Behavioral finance assessments and risk tolerance questionnaires for advisors
- RIAs
Data & researchPer seat
AlphaSense
AI search and research platform for investors and corporate strategy teams
- Asset managers
- Family offices
RPAGIn the news
Technology platform for retirement plan advisors and their firms
- RIAs
- Broker-dealers
- Asset managers
- Retirement plans
Data & researchTiered