Advisor Core Pricing

Statement extraction, portfolio analysis, and proposal generation capabilities using GenAI in a unified platform that can be accessed modularly to unlock higher prospect conversion rates and operational efficiencies team and firm-wide.
Not heard of Advisor Core before? Learn more here

Standard

$1000/year
Annual Commitment
Ideal for solo RIAs and Advisors
1 user
Less than 75 statement uploads in a year
Instant statement PDF uploads and Excel file downloads
Full suite of portfolio analytics including risk and values questionnaires
Downloadable, custom proposal presentation in PPT
Start Free Trial

Enterprise

Custom
Annual
For larger organizations with higher statement upload needs
Dedicated Account Support
More analysis and custom data connection
Custom extraction builds available
Ability to connect within existing system
Schedule Demo

Values Hub Pricing

The essential YourStake experience. View our 4 pricing tiers below that fit your needs. Should you need any features not listed in the tier, they can be added a-la-carte as an addition to your tier.

Explainer

For advisors who help clients understand model portfolios
From
$
999
/seat/year
Includes access to:


- Values Questionnaire
YourStake Behavioral Values Questionnaire
- Impact Reporting
A screenshot of our Impact report pdf with report highlights
- Portfolio Comparisons
YourStake comparison report
- Shareholder Engagement
YourStake Shareholder engagement report
Get Started
Need more? Book a demo

Professional

For advisors who want to build ESG model portfolios with funds
From
$
2,999
/seat/year
Everything included in Explainer, plus access to:
  • - Fund Screener
    - Metaphor Metrics
    Yourstake metaphor analysis
    - Portfolio Designer
    Screenshot of our portfolio designer
    - Model Matchmaker
    Screenshot of our portfolio designer
      Fund Screener
Get Started
Need more? Book a demo

Champion

For enhanced reporting for high net-worth clients
From
$
4,999
/seat/year
Everything included in Professional, plus access to:

- Institutional Style Reports
table of contents for the institutional report
table of contents for the institutional report
- ESG Audit Consulting
table of contents for the institutional report
table of contents for the institutional report
Get Started
Need more? Book a demo

Analyst Terminal

For SMA Construction and enhanced company research
From
$
9,999
/seat/year
Everything included in Champion, plus access to: 


- Company Screener
YourStake company screener
- Institutional Questionnaire
YourStake company screener
Get Started
Need more? Book a demo

Explainer

For advisors who help clients understand model portfolios
From
$
99
/seat/month*
Includes access to:
- Values Questionnaire
YourStake Behavioral Values Questionnaire
- Impact Reporting
A screenshot of our Impact report pdf with report highlights
- Portfolio Comparisons
YourStake comparison report
- Shareholder Engagement
YourStake Shareholder engagement report
Get Started
Need more? Book a demo

Professional

For advisors who want to build ESG model portfolios with funds
From
$
299
/seat/month*
Everything included in Explainer, plus access to:
  • - Fund Screener
    - Fund Portfolio Builder
    YourStake fund analysis
    - Metaphor Metrics
    Yourstake metaphor analysis
    - Portfolio Designer
    Screenshot of our portfolio designer
    - Model Matchmaker
    Screenshot of our portfolio designer
      Fund Screener
Get Started
Need more? Book a demo

Champion

For enhanced reporting for high net-worth clients
From
$
499
/seat/month*
Everything included in Professional, plus access to:
- Institutional Style Reports
table of contents for the institutional report
table of contents for the institutional report
- Custom Fonts, Colors, and Cover Photos
table of contents for the institutional report
- ESG Audit Consulting
table of contents for the institutional report
Get Started
Need more? Book a demo

Analyst Terminal

For SMA Construction and enhanced company research
From
$
999
/seat/month*
Everything included in Champion, plus access to: 
- Company Screener
YourStake company screener
- Institutional Questionnaire
YourStake company screener
Get Started
Need more? Book a demo

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Common questions you might have about YourStake.

What is Advisor Core?
Advisor Core is from the same team behind the core YourStake platform. We wanted to offer more to our current advisors so we built an entire tool set to be empowered by AI. From statement PDF conversion in under a minute to instant portfolio analysis and proposal generation, our new tool can supercharge your practice for growth.
How many other advisors are using YourStake?
YourStake.org was founded in 2018, and over $2 Trillion of AUM is making use of the YourStake tools. YourStake.org has been rated the top ESG/SRI analysis platform for customer satisfaction by advisors 3 years in a row from the T3/Inside Information survey.
Will my compliance depart approve?
YourStake.org has been approved for use at top-10 broker-dealers. We are always happy to talk to your compliance department and fill out their forms. You can read more about compliance here.
What is the data coverage?
All YourStake.org subscriptions contain coverage of public equities, holdings data on all US-listed funds, and top community investment funds. Data on funds include shareholder engagement activities. Additional coverage areas can be made available on request.
Who is YourStake?
YourStake.org is a Public Benefit Company, with our core mission being to advance sustainable investing. The founders of YourStake.org met as student activists pushing for Yale to go Fossil Free in their endowment (which they have!), and authored shareholder resolutions at major oil companies to compel them to stop funding climate denial. We have been working in the sustainable finance space for 9 years, and sit on the board of the Intentional Endowments Coalition.

Learn more about the team here
Is YourStake secure?
YourStake.org recently received it's SOC II compliance certificate so we can further commit to protecting your data the best way.
Where do you get your data?
YourStake.org is a data science company at the core. We do not sublicense data from other providers. We process data from over a hundred publicly available sources with a goal to best provide full transparency 'from soup to nuts' on every data point presented within the reports.

We call ourselves a No-Score ESG provider, because we empower our customers with the full context instead of asking you to simply trust our own analyst opinions.
Why don't I look the data up on my own?
YourStake helps advisors find the truth in ESG, we do this for you by:

Made for You. This will fit into your practice workflow of meeting with clients and quickly running portfolio analysis + comparison, saving time.

Benefit from our research. Most of the sources we parse require advanced data science and machine learning techniques to extract the relevant information and keep the database updated at scale. We pull data from over a hundred sources and are always staying on top of the new trends, so that you can have a conversation with any client.

Support. You can ask us questions and give us feedback.

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