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.
Use our client-friendly insights, talking points, and customizable chartbooks to have meaningful market and economic conversations through meetings, webinars, commentaries, and more.
Access a deep library of turn-key, actionable insights to use with your clients and investors, saving you hours of research and creating charts from scratch.
In wealth management, information is critical. Clearnomics provides 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.
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.
We’ve gotten a lot of use out of the Clearnomics charts. We use them both internally and with clients, as well as in 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!
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.
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 financial services. 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.
Matt is passionate about working with wealth and asset management firms to grow their businesses by helping resolve distribution, marketing, and technology challenges.
Prior to joining Clearnomics, he worked with EQIS Capital Management as Chief Distribution Officer, and prior to that was head of the Registered Investment Advisor and Personal Investing businesses at OppenheimerFunds.
In his spare time, Matt enjoys playing and coaching basketball, and spending time with his family. He lives with his wife and 4 kids in Massachusetts.
He has a BS in marketing from Providence College and has earned the Certified Investment Management Analyst (CIMA®) designation.
Scott has nearly 20 years of experience working with financial advisors and asset managers. He is deeply committed to serving advisors with the insights and content they need to grow their practices and deepen client relationships.
Prior to joining Clearnomics, Scott was the Global Head of Content Strategy at Morningstar Wealth where he created content programs and go-to-market strategies that address the challenges of financial advisors.
In his spare time, Scott enjoys adventure, travel and sports. He has run marathons in five continents, including Antarctica and on the Great Wall of China. He and his wife live in New York City.
Scott holds Bachelor of Business and Master of Wealth Management degrees from leading Universities in Australia.
