Engage clients and leads with a simple, branded 3-5 minute Impact Assessment that gathers input on the causes they care about, enabling you to design a personalized impact approach with the client.
Use Ethos' analytics to determine how well a current portfolio aligns with client causes, and how you can make it better aligned.
Use PDF reports and client-friendly views designed for screen-sharing over video call to share your proposals and analysis with clients and leads.
Ethos combines more than 1.6 million data points from credible sources into 0-100 ratings of companies, brands and investment funds, for 45 causes.
Data comes from 190+ metrics, such as governmental fines, greenhouse gas emissions, percentage of women on the board of directors, and quality of human rights policies.
As a Financial Advisor customer, you get downloadable access to our data and ratings, as well as a custom-built research tool to filter and find the right assets for your clients.
Ethos also automatically analyzes the impact of your clients' portfolios, applying our raw data to the assets held in clients' portfolios.
When a client completes an Impact Assessment, Ethos generates 50 automated investment ideas that align with the client's assessment, across a variety of asset classes, sizes, and geographies.
Create as many portfolio models and proposals as you would like, and easily share any you want with clients or leads.
See automated, deep analytics on the impact of all client portfolios and proposals, including detailed metrics such as the portfolio's clean energy revenue, living wage rating, percent of women on boards of portfolio holdings, and more.