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.
Diagnose and showcase your client's values alignment against another portfolio or benchmark. Additionally, utilize metaphor reports to share tangible impact with client's.
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.
YourStake wins 2024 ThinkAdvisor Luminaries Award for AI innovation in client engagement. Learn how our platform reduces proposal time from weeks to minutes.
Discover how AI meeting note-taking software for financial advisors can reduce admin time by 70%. Learn about automated meeting summaries, CRM integration, and compliance-ready documentation. Perfect for wealth management firms looking to scale their practice.
Financial Planning exclusive: YourStake's AI-powered portfolio analytics saves advisors 5+ hours weekly. See how 400+ RIAs use this $1K/year platform for document extraction, CRM integration, and values-based investing tools.
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.
*Billing cycle: Annual contracts with no-commitment 14 day trials. Billing cycles available for both annual and monthly. Pricing for internal use only. Please contact sales@yourstake.org to inquire about using YourStake output in tear sheets, newsletters, public-facing websites, and other external distribution.
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