How It Works
Specify your client’s values and benchmark
OpenInvest’s software analyzes all securities
Customized SMA tracks the benchmark closely
Re-optimizes regularly as ESG and financial data change
Ongoing shareholder empowerment, proxy voting and impact reporting
OpenInvest’s technology helps advisers grow by offering value-added services to every client:
• Portfolio customization
• ESG & impact investing specialization
• Automated tax-loss harvesting
Are you positioned for the future?
OpenInvest’s elegant solution puts advisers in the driver’s seat, driving acquisition and retention.
Dynamic Custom Indices
Purchase individual stocks directly, providing granular tax-loss harvesting, so your clients won't be charged platform or fund management fees. Now that's adding value.
Are you in tune with your clients' interests?
OpenInvest reports on the impact of your clients' investment preferences so you can help them invest with certainty.