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Technology

Meets Impact

This time, it's personal

Advisors

Customize at scale for clients while reducing costs. Tightly track any specified index or your alpha strategy, while integrating client values and tax-loss harvesting. Provide full transparency, impact reporting, proxy engagement, and more.

Foundations & Endowments

What if it were easy to align the passive core of your portfolio with your organizational values? What if it used better ESG data that you can trust? What if this had a large measurable impact, without affecting your performance or diversification? Welcome to OpenInvest.

Pensions

Differences of opinion? No problem. Let stakeholders express their views, divest-invest, and vote proxies with a swipe. Your pension allocation aggregates in real-time, and manages tightly to your benchmarks, while providing each saver with a personal impacts dashboard.

OpenInvest Portfolio Construction

OpenInvest Overview

Brochure

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