A Simple, Powerful ESG Solution

Win clients with values-based investing tools that reflect their impact on the world.
Get a Demo
Watch the video: "How OpenInvest Works" ›
Get a Demo

Elevate your client relationships

Custom SMAs

Offer clients a bespoke ESG investing experience with fully-customizable portfolios that align with their values while tracking the market.
Learn More

OpenInvest 
Models

Provide your clients with an accessible ESG investing solution with passive, values-based models.
Learn More

Portfolio Diagnosis

Connect with clients on a new level with tangible reports that highlight the impact of their investments.
Learn More

The rapid growth of ESG investing

Funds with ESG-mandated assets have more than tripled since 2015. Clients are seeking a socially responsible way to invest.
$29.6
$3.7
$30.2
$6.6
$31.6
$8.7
$34.6
$12.0
$34.5
$34.5
ESG-mandated
Non-ESG-mandated
Source: US SIF Foundation data through 2018; Deloitte Center for Financial Services analysis through 2025.

Why work with OpenInvest?

esg investing report

Tangible impact reporting

No matter which solution you choose, your clients will benefit from proprietary reports that highlight the impact of their investments, like CO2 they’ve kept out of the atmosphere or percentage of women in leadership.

Data-powered solutions

Offer your clients an ESG investing solution backed by real data. Build portfolios based on an extensive list of values-based metrics including LGBTQIA+ rights, racial justice, disability inclusion, and more.
Learn more ›
data-powered value screens
tax optimization

New tax efficiencies

Open new frontiers for your clients with tax optimization at the individual security level. Your clients will benefit from automated tax-loss harvesting, household and multi-generational exposures, and estimated tax impact tools.
Learn more about the world of values-based investing
Let's Go
Get a Demo
Solutions
Financial AdvisorsPlatformsIndividual Investors
Resources
Account Transition FAQsCausesAbout UsPressArticles and InsightsIndividual Investor FAQs
Legal
Terms of ServicePrivacy PolicyForm ADV BrochuresForm CRS
Contact
1-855-466-6545Support@openinvest.comCareers
Copyright 2021 © OpenInvest
Please Upgrade Your Browser.

Unfortunately, Internet Explorer is an outdated browser and we do not currently support it. To have the best browsing experience, please upgrade to a supported browser such as Microsoft Edge, Google Chrome, Safari or Firefox.