Tools to align portfolios with client values

Values Hub is the center of what we do. Values-based solutions and impact reporting with a mission to equip advisors with the depth of information needed to answer any client question, beyond abstract scores.

Discover, research, and align client values with our suite of powerful tools.

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Behavioral Values
Questionnaire

Use our client values questionnaire to start conversations, understand investment preferences, and generate leads.
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Impact Reporting & Metaphor Reports

Diagnose and showcase your client's values alignment against another portfolio or benchmark. Additionally, utilize metaphor reports to share tangible impact with client's.
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Fund Screening and Research Tools

Use our Fund Screener to find investments aligned with your client's values and financial goals. Also, create investment universes tied to their values with the Company Screener.
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"NoScore" 
Data

We don't use ratings or scores. Instead, we provide transparent, usable numbers for you to make the best decisions for your clients.

We serve over $2 Trillion in client AUM

First Affirmative logoAbacus wealth logoBryn Mawr trustAdasina social capital logoGitterman wealth management logo

Read our latest insights on Values Based Investing

The Rise of Direct Indexing: How Advisors Can Capitalize on the Growing Demand for Personalized Investing
Next Era Investing

The Rise of Direct Indexing: How Advisors Can Capitalize on the Growing Demand for Personalized Investing

Discover how direct indexing helps advisors capitalize on the demand for personalized, values-based investing. Learn the benefits and streamline your workflows.
Earth Day 2024: Empowering Clients to Invest in a Non-Plastic Future
Data

Earth Day 2024: Empowering Clients to Invest in a Non-Plastic Future

Financial advisors: Empower your clients to invest in a plastic-free future this Earth Day 2024. Explore the "Planet vs Plastics" theme and strategies for aligning investments with environmental values.
EP 22: The PAX Principles: Darryl Lyons, CEO, on building his firm with intention and incorporating Biblically Responsible Investing
Podcast - YourStake, Your Story

EP 22: The PAX Principles: Darryl Lyons, CEO, on building his firm with intention and incorporating Biblically Responsible Investing

Gabe Rissman speaks with Darryl Lyons, CEO and co-founder of PAX Financial Group, a firm that has grown to 25 employees managing $700 million in Assets.

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
- Custom Fonts, Colors, and Cover Photos
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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