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.
Discover YourStake's enhanced AI meeting notes - now with intelligent meeting type selection. Get tailored documentation for client reviews, prospect meetings, and more.
Watch how AI is transforming financial advisory practices by automating document processing, meeting notes, and portfolio analysis. See YourStake's latest tools in action.
Learn how VADIS combines values-based investing with direct indexing to deliver personalized portfolios starting at just $25,000. Discover how advisors can offer sophisticated portfolio customization, tax efficiency, and values alignment to all clients while maintaining competitive fees and operational efficiency
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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