With a diverse set of client needs, OpenInvest’s full-service ESG solution may be the best fit for your business. Separately Managed Accounts (SMAs) allow you to create highly-customized portfolios for your top-tier clients, helping them achieve their financial goals while investing in their most critical personal values. Portfolio Diagnosis provides you with the reporting expertise you need to attract new clients and provide engaging metrics on an ongoing basis, all while streamlining your back-office operations. OpenInvest Models are turnkey, low-maintenance ESG portfolios that track the S&P 500, representing either environmental or social Causes.

Your clients are seeking a truly personalized experience. OpenInvest’s Direct Custom Indexing technology allows you to build highly-customized portfolios that can track a variety of market benchmarks, allowing your clients to meet their unique financial goals while satisfying their most critical personal values. Portfolio Diagnosis provides you with the reporting expertise you need to attract new clients and provide engaging metrics on an ongoing basis, all with the click of a button.

Your clients are seeking a truly personalized experience. OpenInvest’s Direct Custom Indexing technology allows you to build highly-customized portfolios that can track a variety of market benchmarks, allowing your clients to meet their unique financial goals while satisfying their most critical personal values. OpenInvest SMAs include automated tax-loss harvesting, a custom dashboard, and engaging impact reports you can generate and download with the click of a button.

You have a diverse client base that calls for highly-customized portfolios and approachable ESG options alike. OpenInvest SMAs offer you a way to create highly-customized portfolios for your high-net-worth clients, allowing them to achieve their financial goals while investing in their most critical personal values. OpenInvest Models are turnkey, low-maintenance ESG portfolios that track the S&P 500 Index, and your clients can choose from either environmental or social causes.

You’re looking for a simple, turnkey ESG solution that you can implement without overhauling your current business structure. OpenInvest Models provide low-maintenance, low-cost portfolios that track the S&P 500 Index, capped at 70 securities for ease of trading. Your clients can choose from a pre-set list of Causes that represent either environmental or social values, such as Fighting Deforestation, Reducing Greenhouse Gases, LGBTQIA+ Rights, Women in Leadership, and many more. Like all OpenInvest solutions, your clients will benefit from engaging reports that highlight the tangible impact of their investments.

Whether you’re already offering ESG services or currently looking for the right option, sustainable investing is on your radar. With Portfolio Diagnosis, you can help current and prospective clients understand where each security in their portfolio stands on the issues that matter most to them. Our cloud-based technology enables you to upload a portfolio with the click of a button and diagnose the holdings in accordance with any combination of OpenInvest Causes. These powerful reports demonstrate real-world impact and identify areas for improvement in the portfolio, all while streamlining your back-office operations.

You’re looking for an easily-integratable solution to help you get up and running with ESG quickly. OpenInvest Models provide low-maintenance, low-cost portfolios that track the S&P 500 Index, capped at 70 securities for ease of trading. Your clients can choose from a pre-set list of Causes that represent either environmental or social values. Portfolio Diagnosis is a powerful reporting tool that analyzes current holdings according to any combination of OpenInvest Causes and generates reports for your clients at the click of a button. These reports show your clients the true impact of their investments while also streamlining your back-office operations.