Provide personalization to your client's investments with ease

YourStake provides technology solutions that power personalization for Advisors that empower, excite, and accelerate how you run your practice.

Advisor Core

Use the magic of AI to close clients faster. Extract statement data, run instant analysis and prepare proposals at the click of a button.

Values Hub

Align client portfolios with their values using our questionnaire, investment research and optimization tools and much more.

Direct Indexing

The Values-Aligned Direct Index Solution (VADIS) fits any client portfolio backed by the expertise from First Affirmative Financial Network

"YourStake's tools are pivotal in elevating the client experience at Blue Marble Investments. Moreover, the portfolio design and check-up tools significantly streamline processes, enhancing the efficiency and effectiveness of investment management. YourStake is an essential resource for responsible investors and their advisors."

Sierra Smith
Sustainable Investment Advisor

YourStake is a platform that works the way I work. They
help me take clients through layer by layer of sustainability data.
No other tool in the marketplace gives me this data.”

Max Mintz
Financial Advisor

"I know a lot about ESG and I've been through your site, your tools, and looked at them in depth and they're excellent. I can see why you're rated number 1"

Frank Dixon
Founder of Global System Change

#1 rated analysis tool,
3 years in a row

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