Walk Your Clients Through a Sustainable Investing Journey

YourStake.org provides all the tools financial advisors need to help clients understand and grow their social + environmental impact

Request Demo
A screenshot of our Impact report pdf with report highlights

Integration Partners

Logo of Addeparlogo of iReballogo of Black DiamondOrion Advisor Tech logologo for foliologo of bettermentCircle Black Company Logologo for charles schwabTD Ameritrade Logo

Align Values from Prospects to Client

Icon of a lighting bolt used to describe our client questionnaire to ignite conversations
Behavioral Client Questionnaire
Start the conversation by listening to prospects' or clients' values, without making assumptions.
Icon of a lighting bolt used to describe our client questionnaire to ignite conversations
Diagnose & Demonstrate Impact
Best-in-class personalized impact reporting, with side-by-side portfolio comparisons.
Icon of a lighting bolt used to describe our client questionnaire to ignite conversations
Adjust Portfolios for Social Good
Help clients choose your model portfolio that best matches their values, or tailor a custom solution.
Another portion of our Impact Reporting pdf
Our Portfolio advisor dashboard to show how our tool can capture client information

All Your ESG + Impact Needs

Everything an advisor needs to understand ESG issues, analyze portfolios, and report to clients. Fit your practice into best practices

icon of a metric screen
ESG Issues Areas for All
Over 100+ metrics, organized by category and client persona
icon of a lighting bolt
Fund Holdings Transparency
See whether fund managers are invested in the ESG areas they claim
Icon of a portfolio screen and analysis
Compliance + Due Diligence
Well-reviewed disclaimers and full transparency on ESG data calculations
Icon of a chat box to show support
Support
Onboarding session included to help you + your team achieve success
get started
"As a new practice, I'm growing primarily by using this tool to poach clients from other advisors who can't offer the level of detail, trust, and transparency to the client around the impact issues that matter to them."
- A Financial Advisor in Oregon

#1 in Advisor Satisfaction

T3 Advisor Survey logo
From the T3 / Inside Information 2022 Survey
for ESG/SRI analysis Tools

Intuitively explain sustainability with YourImpact Metaphor Metrics©

Learn more  ➝
an impact report pdf placed on a macintosh screen tilted to the left

ESG Tips for You

Our ESG University helps advisors learn best practices, and it's free!

✓ Video Series
✓ 1-2 Articles per Month
✓ No Spam