Symbols

40,000+ symbols listed on US exchanges. Mutual Funds, ETFs, and Companies.

Breadth

Metrics aggregated from 100+ vetted sources, and growing.

Issues

Impact issue categories include 5 mega-themes and 20 subcategories.

Depth

Show intuitive impact metrics, like "# cars taken off the road through lower carbon emissions."

Personalized

All impact reports are dynamically generated, personalized to the portfolio.

Simple

Choose among several professional report designs with one click.

Integrated

Upload your model portfolios by CSV or sync your client accounts via our custodian and aggregator integrations.

Supported

We support all our clients with the same white-glove availability you offer to yours.

Financial Advisors
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per user
Unlimited phone + email support
Print PDFs for in-person meetings
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API
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Details + documentation available on request

Tell Stories

“You took the equivalent of 18 cars off the road through low carbon funds compared to their benchmarks.”
“Your portfolio supports 20% more women on boards compared to benchmarks.”
“Your sustainable fund managers convinced 18 companies to improve human rights practices through shareholder engagement. You can read all about how Trillium pushed PNC Bank to stop financing private prisons."