Align portfolios with client values

Values Hub is the center of what we do. Values-based solutions and impact reporting with a mission to equip advisors with the depth of information needed to answer any client question, beyond abstract scores.
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Integration Partners

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#1 rated analysis tool,
3 years in a row

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Keeping information secure
with SOC 2 compliance

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Personalized Values-Based investing at scale

Behavioral Values 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 Portfolio for Social Good
Help clients choose the model portfolio that best matches their values, or tailor a custom solution
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We serve over $2 Trillion in client AUM

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All your Values-Based investing needs in one tool

The only all-in-one Financial Advisor ESG Tool. YourStake provides the data and tools to understand ESG issues, analyze portfolios, and report impact and outcomes to clients. Fit your practice into best practices.

ESG Issue Areas for All
Over 200+ metrics, organized by category and client persona
Fund Holdings and Transparency
See whether fund managers are invested in the ESG areas they claim
Compliance + Due Dilligence
Well-reviewed disclaimers and full transparency on ESG data and calculations
Onboarding session included to help you and your team achieve success and deliver a positive client experience
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