Powerful ESG software for
financial advisors
Powerful ESG software for
financial advisors
Powerful ESG software for
financial advisors
Values-based tools and data to grow your business
Learn more
How Ethos helps
1. Reach new clients
Reach new clients, improve KYC and protect existing clients with a firm-branded Impact Assessment (values-based questionnaire).
Share through social, email, or on your website with a customizable widget. Ethos captures contact information and helps you start a conversation.
2. Analyze portfolios
Integrate in-depth, transparent impact data into your portfolio analysis. Our data covers 13,000+ stocks and funds and 2M+ data points across 45 causes.
Analyze assets with screens and filters for asset class, cap, geography, expense ratio, ESG screens (such as fossil fuel or prison involvement) and much more.
3. Wow clients
Deepen client relationships with powerful client impact reports covering analyses such as exposure to the UN Sustainable Development Goals, global warming alignment, and shareholder advocacy.
Show, don't tell your clients about their impact on the causes they're passionate about. The most customizable, personalized client impact reporting available.
"This is exactly what I've been looking for to use with my clients. You guys are miles ahead of any other ESG tool I've seen"
- Financial advisor
"I love how easy it is to use. Awesome tool!"
- Financial advisor
"Ethos has become an essential tool for me in building my client’s portfolios and the work I do in the non-profit sector."
- Financial advisor
Subscription features
| What | |
|---|---|
|
Number of clients and leads
|
Up to 200 |
|
Number of users
|
4 |
|
Impact Data, Research and Screening
|
|
|
Client Impact Assessments
|
Firm-branded
|
|
Personalized Portfolio Analysis
|
|
|
Client-Friendly Impact Reports
|
Firm-branded
|
|
Lead Generation
|
Firm-branded
|
|
abc
Branding
|
Logo, colors, assets
|
|
Custom development and support
|
Contact us |
|
Volume pricing
|
Contact us |
Additional features available for Financial Advisors
Contact us for more information about any of our additional features:
| What | ||
|---|---|---|
|
Direct Index Optimizer
|
Contact us | |
|
Company coverage requests
|
Contact us | |
|
ESG audit/inquiry support
|
Contact us | |
|
Carbon Neutral Certification
|
Contact us | |
|
CSV downloads
|
Contact us |