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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
WebPrez is a sales enablement platform tailored for professionals in the insurance and financial sectors, including insurance agents, annuity specialists, financial advisors, and teams within financial organizations.
This innovative platform empowers financial experts to streamline intricate discussions, inform potential clients, and enhance client interactions through guided discovery tools, informative video resources, and tailored follow-up mechanisms.
At its core lies the Smart Money System™, a systematic approach that leads prospects through three key components:
• Smart Money Discovery™ – identifying financial objectives, worries, and potential avenues for growth
• Smart Money Snapshot™ – providing a concise summary of a client’s financial landscape
• Smart Money Blueprint™ – formulating a customized action plan with specific recommendations
By integrating client discovery, video communication, automation, and educational materials into one cohesive system, WebPrez aids advisors in cultivating trust, elevating the quality of appointments, and expediting sales processes.
Ultimately, this platform not only enhances the efficiency of financial interactions but also fosters a more engaging experience for both advisors and their clients.
API Access
Has API
API Access
Has API
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Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$197/month
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
WebPrez
Founded
2001
Country
United States
Website
www.webprez.com
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
Sales Enablement
Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management