About
Solutions
New! Advisor Core
Become an AI-empowered advisor with tools built to help portfolio analysis and proposal generation.
Values Hub
The core YourStake experience. A suite of tools focused on aligning portfolios with client values.
Regulatory Compliance
Tools to ensure compliance with new and upcoming regulatory frameworks
Data Packages
Unparalleled transparency to help you align portfolios with client values
Pricing
Insights
ESG University
Understand the issue with ESG scores
Press
Driving better client conversations
Login
Request Demo
In the news
See recent press releases and news from YourStake
In the news
We've launched Advisor Core, a new portfolio analysis and proposal generation tool for advisors powered with AI
Advisor Core is a new suite of tools that allows for statement pdf extraction in minutes with full portfolio analysis and client-ready proposals in one unified system.
In the news
YourStake Launches first-of-its-kind Values-Based Data Packages
YourStake is thrilled to announce the launch of new values-based data packages.
In the news
YourStake is ranked #1, 3 years in a row, by the 2023 T3 Advisor Survey
YourStake is ranked #1, the third year in a row, for SRI/ESG Portfolio Analysis Services in the 2023 T3/Inside Information Advisor Software Survey.
In the news
YourStake Launches Free Library of SFDR Data
Data library covers 160 top companies in S&P 500 across all 18 mandatory Principal Adverse Impact indicators.
In the news
Investing in the EATV ETF Can Be 4x More Impactful on Animal Welfare than Diet Change Alone, New Data Reveals
Powered with data by YourStake, the EATV ETF Underscores Its Commitment to Investing for Animals, the Planet and People.
In the news
YourStake launches a new integration with SS&C's Black Diamond® Wealth Platform
Learn how YourStake integrates to Black Diamond.
In the news
YourStake is ranked #1, again, by the 2022 T3/Inside Information Advisor Software Survey
For two years in a row, YourStake has been rated #1 for SRI/ESG Portfolio Analysis tools.
See how to offer values-aligned investing
Arrange a demo
Search
Enter keywords and click search.
Quick links
Tour
Product Tour 1
Customers
Pricing 1
How It Works
.png)
%20(1).png)
.png)
.png)
