Plan comparison

Choose the plan that's right for you. Upgrade or downgrade any time.

What Advisor Firm Enterprise
Number of clients and leads
Up to 50 Up to 200 Unlimited
Number of users
2 4 Contact us
Impact Data, Research and Screening
Personalized Portfolio Analysis
Client Impact Assessments
Firm-branded
Firm-branded
Client-Friendly Impact Reports
Firm-branded
Firm-branded
Lead Generation
Firm-branded
Firm-branded
abc Branding
Logo
Logo, colors, assets
Custom
Custom development and support
Contact us
Volume pricing
Contact us

Peer comparison

Here's how our ratings compare to MSCI and Sustainalytics:

What MSCI Sustainalytics Ethos
Primary use
Risk Risk Impact
Impact coverage
35 ESG Key Issues 20 ESG Issues 45 Causes
Rating scale
AAA, AA, A, BBB,
BB, B, CCC
Negligible, Low, Medium,
High, Severe risk
A, B, C, D, F
Companies covered
8,500+ 12,000+ 7,000+
Industry materiality
Data transparency
Personalization
Portfolio Impact
Note that comparison is based on publicly-available information as of December 15, 2020.

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