Tools to bring scalable personalization to your practice
YourStake streamlines and elevates advisor tasks such as client prospecting, reporting, and portfolio analytics, while also providing investment research and optimization for scalable personalization.
"YourStake's tools are pivotal in elevating the client experience at Blue Marble Investments. Moreover, the portfolio design and check-up tools significantly streamline processes, enhancing the efficiency and effectiveness of investment management. YourStake is an essential resource for responsible investors and their advisors."
Sierra Smith
Sustainable Investment Advisor
YourStake is a platform that works the way I work. They help me take clients through layer by layer of sustainability data. No other tool in the marketplace gives me this data.”
Max Mintz
Financial Advisor
"I know a lot about ESG and I've been through your site, your tools, and looked at them in depth and they're excellent. I can see why you're rated number 1"
.gif)
.png)
