Wealth Management
Wealth Management is undergoing an unprecedented shift.
You are stewards of your client's assets. While continuing to provide the same high-level service, arm yourself with a tool that will allow you to address the ever-growing investor group that believes in pursuing sustainable goals as part of portfolio construction.
What We Provide To You
Seamless omni-channel experience
Ensure your clients receive tailored analytics to their values and needs.
Our data can be provided in the form off a data file or full integration into your investment systems.
We support all major investment platforms.
State of the Art Analytics
Today’s clients must deliver more than risk adjusted returns, they need to deliver risk adjusted impact.
A growing set of clients require advisors also take into account the broader impact of the portfolio.
Portfolio level analytics
Provide clients with a robust library of customizable reports on the environmental impact of their portfolio.
Leverage the same advanced reporting used at some of the largest buy-side institutions in the world.
Share impact with different investments to test different portfolio configurations.
Machine learning driven client engagement
Use machine learning to understand how to best align customers preferences to your capabilities and universe of investments.
Engaging reporting
Provide investment reports to clients that enage them and help them connect deepr with the impact of their portfolio.
Easy access Integrations
Access our analytics via our web interface, excel addon, rest apis or python library. It's never been easier to get started.
Reach out and let's discuss how we can help!
Find the win/win
You not only align to your customer’s values but also improve risk management, increase performance and create products that clients are demanding.
