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Average Ratings 0 Ratings
Description
FutureAdvisor collaborates with wealth management firms to enhance asset growth, improve operational efficiency, attract new client demographics, and engage the upcoming generation of investors. By leveraging well-founded portfolio management strategies and industry-leading practices, we tailor our approach to fit your specific circumstances and your current investment portfolio. We prioritize the use of your existing assets to reduce turnover and lessen tax implications. Whenever appropriate, we incorporate low-cost index funds to enhance portfolio diversification. This method not only streamlines your investments but also positions you for long-term financial success. Ultimately, our goal is to empower you with tailored solutions that reflect your unique financial landscape.
Description
The Impact Investor Tool (IIT) is a sophisticated software solution hosted in the cloud, aimed at assisting fund managers and impact investors in assessing, comparing, and selecting potential investment opportunities, as well as tracking and evaluating the performance of their portfolio companies while consolidating the overall impacts of their investments at a portfolio level. At the heart of its calculations lies an innovative impact-weighted accounts framework, which has been developed through collaboration with notable institutions such as the Impact Economy Foundation, Harvard Business School, Rotterdam School of Management, Singapore Management University, and Impact Institute. This framework facilitates the assessment and summation of a variety of social, environmental, and economic impacts, empowering investors to base their decisions on comprehensive impact metrics akin to traditional financial indicators like ROI. Among its distinctive features, the IIT allows for customization of impact models tailored to specific investments, while also offering data entry portals for use by investment analysts and investees. Furthermore, the platform is designed to enhance transparency and facilitate better communication between stakeholders involved in the investment process.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
0.5% Fee
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
BlackRock
Country
United States
Website
www.blackrock.com/futureadvisor
Vendor Details
Company Name
Impact Institute
Founded
2018
Country
Netherlands
Website
www.impactinstitute.com/impact-investor-tool/