If you received a notice of termination from OpenInvest, here's a guide on what you could expect with YourStake.org
We're happy to have our experts advise on how you can best leverage our tools in a free consultation.
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"“YourStake will even break it down to say ‘if you invest in this portfolio for 10 years, you’re taking this many cars off the road, you’re keeping this many bottles out of the ocean’ – so they have all of the data to back that,” she explained. “We’ve leveraged them a lot.”
Best-in-class tools for learning the values of prospects + clients and guiding them through the sustainable investing journey.
Report on both funds and companies, including the largest set of real-world "Metaphor Metrics" on diverse areas, such as fish saved from plastic pollution. Show specific reasons and examples to your clients in ways you both can understand.
We equip you with research and analysis tools so you can create and edit your own models and customized client portfolios
We do not directly communicate with your clients -- we provide you materials you can send to your clients, and we integrate with reporting dashboards such as Orion Advisor Technology.
You can maintain custody of all your assets -- we provide a service and we aren't a registered investment advisor. You have the option to analyze and report on any portfolios of funds or companies.
We can also provide the seamless all-in-one personalized ESG managed solution through working with our implementation partners. Talk to us to learn more.
Let your Prospects and Clients tell you what they believe, based off of our expertly-crafted ESG Personality Type Questionnaire. Guide them to prioritize what they truly hold as values.
Demonstrate the social + environmental impact of what your clients care about, and skip what they don't.
Filter through the universe of funds to match portfolios to client values, and hold funds accountable as due diligence. Or do the same with companies directly for SMAs.
"YourStake.org was directly responsible for us winning business from one of the strictest clients we’ve ever run across (yay, and thanks!).
The questionnaire is just awesome. It’s working really well, and I get a lot of ‘that makes sense’ reactions – the conversations with clients who give a $&*% are smoother than ever – we’re finally closing the loop on their values and showing them the impact of changes on the sustainability side of the equation. This is awesome"
""YourStake earned me a client that I never thought I would have. We had a professional relationship for a while, and he was so impressed by our data and reports that he came aboard."
Our ESG University helps advisors learn best practices, and it's free!
