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
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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.
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Deepen client relationships with
client-friendly impact reports
that compare portfolios side-by-side on the causes each client cares about.
2
Improve research
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Eliminate research time with
in-depth, transparent impact data
covering 12,500+ stocks and funds and 2M+ data points across 45 causes.
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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
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Design individual portfolios or SMAs, or
improve your portfolio models
to fit the impact preferences of your clients.
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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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