Ethos

Ethos

Powerful ESG software for financial advisors

Powerful ESG software for
financial advisors

Values-based tools and data to grow your business

Start for free
No credit card required

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).

Impact Assessment

Share through social, email, or on your website with a customizable widget. Ethos captures contact information and helps you start a conversation.

Assessment scales

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.

Carbon comparison

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.

Carbon reduction

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.

Report pages example

Show, don't tell your clients about their impact on the causes they're passionate about. The most customizable, personalized client impact reporting available.

Real-world metrics

"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

By browsing this site you agree to our use of cookies. Read more.

We use cookies on this site to enhance your user experience. By continuing to browse the site, you are agreeing to our use of cookies. Give me more info.