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Description
We empower both wealth advisors and investors to build portfolios that align personal values with their financial aspirations. Ethic offers customized investment solutions designed to resonate with unique sustainability and financial preferences. Our aim is to inspire enthusiasm around sustainability discussions, whether you are an investor or a wealth advisor. Our offerings span a wide range, including sustainability training and education, financial analysis, portfolio development and management, as well as continuous insights into your or your client's investments. Presently, Ethic collaborates with some of the largest wealth advisors, custodians, and investment banks across the United States. Our diverse team merges extensive expertise in institutional investing, technology, data, and design. For over five years, we have been committed to our mission and currently manage over $1 billion in sustainable investments. Remarkably, the collective carbon reduction achieved by our clients so far is akin to removing 5,657 cars from the road. This significant impact demonstrates our dedication to creating a sustainable future while meeting financial goals.
Description
Our knowledgeable team will take the time to comprehend your challenges and direct you toward the right solution. Should an existing solution be unavailable, we will create a tailored option just for you. If you prefer not to interact with the PortfolioNetTM interface personally, we can take charge of generating the necessary personalized reports on your behalf. You will receive the insights you seek, delivered at your preferred intervals. Moreover, recognizing that asset management is always evolving, our team is available to modify the reports or perform focused analyses as needed. This flexibility ensures you remain well-informed and can adapt to changing circumstances effectively.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Ethic
Country
United States
Website
www.ethic.com
Vendor Details
Company Name
Galeo
Country
Switzerland
Website
www.galeo.ch/
Product Features
ESG
Activity Dashboard
Analytics/Reporting
Audit Management
Benchmarking
Compliance Management
Data Visualization
Document Management
Performance Metrics
Risk Assessment
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management