Walk Your Clients Through a Sustainable Investing Journey

YourStake.org provides all the tools financial advisors need to help clients understand and grow their social + environmental impact

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Integration Partners

Align Values from Prospects to Client

Behavioral Client Questionnaire
Start the conversation by listening to prospects' or clients' values, without making assumptions.
Diagnose & Demonstrate Impact
Best-in-class personalized impact reporting, with side-by-side portfolio comparisons.
Adjust Portfolios for Social Good
Help clients choose your model portfolio that best matches their values, or tailor a custom solution.

All Your ESG + Impact Needs

Everything an advisor needs to understand ESG issues, analyze portfolios, and report to clients. Fit your practice into best practices

ESG Issues Areas for All
Over 100+ metrics, organized by category and client persona
Fund Holdings Transparency
See whether fund managers are invested in the ESG areas they claim
Compliance + Due Diligence
Well-reviewed disclaimers and full transparency on ESG data calculations
Support
Onboarding session included to help you + your team achieve success
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"As a new practice, I'm growing primarily by using this tool to poach clients from other advisors who can't offer the level of detail, trust, and transparency to the client around the impact issues that matter to them."
- A Financial Advisor in Oregon

#1 in Advisor Satisfaction

From the T3 / Inside Information 2020 Survey
for ESG/SRI analysis Tools

Intuitively explain sustainability with YourImpact Metaphor Metrics©

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ESG Tips for You

Our ESG University helps advisors learn best practices, and it's free!

✓ Video Series
✓ 1-2 Articles per Month
✓ No Spam

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Pages
Contact V.1Contact V.2FAQsDocumentationIntegrationsTermsPrivate PolicyInstructions