Ethic Description

Wealth advisors and investors can now create portfolios that align their personal values with their financial goals using Ethic. Ethic offers personalized investment solutions that can be customized to meet individual sustainability goals and financial priorities. We want you to be excited about the sustainability conversation, no matter if you are an investor or wealth advisor. Our solutions include everything from education and training in sustainability to financial analysis, portfolio management and creation, as well as ongoing insights into the investments of your clients. Ethic currently works with some the most prominent wealth advisors, custodians and investment banks in the United States. Our diverse team combines institutional investing, technology and data expertise with design expertise. Our mission has been ongoing for more than 5 years. We now manage over $1B in sustainable investments. To date, our clients have reduced their carbon emissions by the equivalent of driving 5,657 vehicles.

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Company Details

Company:
Ethic
Headquarters:
United States
Website:
www.ethic.com

Media

Ethic Screenshot 1
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Product Details

Platforms
SaaS
Type of Training
Documentation
Videos
Customer Support
Phone Support
Online

Ethic Features and Options

ESG Software

Activity Dashboard
Analytics/Reporting
Audit Management
Benchmarking
Compliance Management
Data Visualization
Document Management
Performance Metrics
Risk Assessment

Investment Management Software

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