Your Toolkit to Make ESG Accessible

Use the top rated ESG/SRI analysis tools to feel confident navigating sustainable investing with your clients.

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Ignite Conversations with our Behavioral Questionnaire

Let your Prospects and Clients tell you what they believe, based off of our expertly-crafted Behavioral Questionnaire. Guide them to prioritize what they truly hold as values.

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I love the idea of going through this questionnaire with every single client before we do anything else.  Sometimes you think you know someone but then they surprise you.  The values questionnaire is really engaging... and a bonding opportunity.
Financial Advisor, New Hampshire

Personalize Reporting to Client Values

Demonstrate the social + environmental impact of what your clients care about, and skip what they don't.

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I think it's helpful to use many different reports, you don't have to just pick one. They tell the story in a different way to the client.  That's the nice thing about this, you can pick and choose.  
Financial Advisor, Hawaii

Improve Personalized Impact of Portfolios

Filter through the universe of funds to match portfolios to client values, and hold funds accountable as due diligence. Or do the same with companies directly for SMAs.

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"We typically spent months trying to do due diligence on fund managers. Now we can do it in weeks, and if we so choose, tailor portfolios to specific clients."
Financial Advisor, Massachusetts

Customers Love Us

"YourStake.org was directly responsible for us winning business from one of the strictest clients we’ve ever run across (yay, and thanks!).

The questionnaire is just awesome. It’s working really well, and I get a lot of ‘that makes sense’ reactions – the conversations with clients who give a $&*% are smoother than ever – we’re finally closing the loop on their values and showing them the impact of changes on the sustainability side of the equation. This is awesome"

Financial Advisor, New Jersey

""YourStake earned me a client that I never thought I would have. We had a professional relationship for a while, and he was so impressed by our data and reports that he came aboard."

Financial Advisor, New York Metropolitan Area
#1 Rated ESG/SRI Analysis tool in the 2020 survey of advisors from  T3 and Inside Information
engagement

Walk your Clients through a Sustainable Investing Journey

Connecting with Clients

"“YourStake will even break it down to say ‘if you invest in this portfolio for 10 years, you’re taking this many cars off the road, you’re keeping this many bottles out of the ocean’ – so they have all of the data to back that,” she explained. “We’ve leveraged them a lot.”

Sarah Hamliton, Hamilton Walker Advisors

$240b+

of AUM using YourStake.org for impact analysis and reporting.

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alignment

Align Values, from Prospect to Client

Client Values Questionnaire to find Impact Personas
Learn clients' impact preferences to guide their journey. Use the questionnaire as lead generation for prospective clients.
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Personalized Impact Reporting
Report on the issues that matter most to the client. We cover data on every issue you can think of, with over 100 data sources.
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Screen Investments for improvement
Filter funds to improve the impact of your portfolio according to your personalized values. Achieve impact at your desired allocation.
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Seamless compatibility with your favorite tools

You can export data from and import data to YourStake.org to use with your familiar trusty tools for other non-ESG aspects of your practice.

We integrate with major custodians and TAMPs, and are always adding more.

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