Ethos
Ethos
Powerful ESG software for financial advisors
Values-based investing tools, impact-focused lead generation, and ESG research capabilities to grow your business
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How Ethos helps

1

Engage clients

  • Engage clients and leads with a firm-branded Impact Assessment (values-based assessment). Share on your website, email and social and integrate into your client discovery.
  • Deepen client relationships with client-friendly impact reports that compare portfolios side-by-side on the causes each client cares about.

2

Improve research

  • Eliminate research time with in-depth, transparent impact data covering 12,500+ stocks and funds and 2M+ data points across 45 causes.
  • Find the right assets with filters for asset class, cap, geography, expense ratio, ESG screens (fossil fuel, prison involvement, etc.) and much more.

3

Design better

  • Design individual portfolios or SMAs, or improve your portfolio models to fit the impact preferences of your clients.
  • Show how your portfolio impact is backed by credible data, from 250 sources such as government fines and independent organization analyses.

or
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RevTechLabs Accelerator Participant
FPA NexGen Partner
Beta Accelerator Participant
Impact List nominee
Student partnership
Minnestar Participant
As You Sow
As You Sow
Change Finance
Everyday Activism Network
Triple Pundit
Violation Tracker
Charlotte Angel Connection
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