Values matter to investors. That's why they matter to you.
Find ESG scored investment options matched precisely with your client’s unique values and tracked over time with customizable reports.
FOR FINANCIAL PROFESSIONALS
United and it feels
Every investor wants to know their investments are aligned with their personal values. Now, you hold the key with Insight Pro.
Check. Score. Win.
Score client portfolios with Insight PRO and share with clients to show them how aligned their investments are with their values. Then build portfolios they can get on board with to make a case for potential changes.
Custom screening parameters
Financial + Values-based analysis
as low as
(Annual Subscription Price)
$25/mo. for month to month