Client Experience

Create an 11-star client experience

Providing tech-enabled tools to help you more quickly create a complete picture of your clients and engage them throughout their investment journey.
Request a demo

Delightful at every step

From simplifying complex workflows to preparing you for conversations about values with clients, we equip you with everything needed to better understand and connect with your clients on the issues that matter to them. 

We’ve built our offering hand-in-hand with advisors to create a seamless and relationship-centric client experience.

Prospect
Plus

We provide everything you need to create a holistic proposal for a client — whether it's understanding their values, analyzing current portfolios, or crafting tax transition plans.

Arrow

Expanded
Reporting

Our comprehensive reporting offers analysis across asset classes and encompasses financial performance, impact metrics, detailed attribution, tax, and proxy.

Arrow

Support
& Service

Our team is an extension of yours. We provide access to our portfolio management, client and sustainability teams to ensure you’re supported and prepared at every step.

Arrow

Prospect
Plus

Growing your business starts with offering an exceptional client experience. We simplify prospecting by centralizing every step of the process all in one place – giving you more time to focus on relationships.

Prospect Plus feature imageProspect Plus feature image

Prospect Plus Features

A suite of tools to make client prospecting and proposal creation easy and delightful.

Prospect Insights

See insights across all your prospects to better help you and your team strategize around growing your business.

Prospect Survey

Help your clients feel heard by creating a more complete picture of their needs in portfolio proposals.

Values Mapping

Capture your clients’ values, whether they be individuals or multiple stakeholders, with our values-mapping exercise.

Health Check

Meet clients where they are with our Health Check tool, which helps advisors analyze the values-alignment of existing client holdings.

Portfolio Proposals

Deliver high quality personalized proposals that are as unique as your clients' values.

Proposal Delivery

Download a PDF, craft a deck, or offer a demo — we simplify finding the tools you need in your prospecting workflow.

The Values Mapping Exercise

with Jay

Pathway to earth.
Help Your Clients Invest in the Future

with Alex L

Expanded
‍Reporting

Take your clients on a journey through the stories in their investment portfolio. Our detailed reporting gives you the support you need to have deeper conversations about what your clients really care about.

Chart graphics representing holistic reporting.Chart graphics representing holistic reporting.

Expanded Reporting Features

Everything you need to show your clients the complete picture of their portfolio.

Financial Reporting

View your daily financial reporting across all your client accounts alongside the benchmark they’re tracking.

Impact Reporting

Highlight how your clients’ values are connected to their portfolios over time.

Tax Reporting

Communicate after-tax performance to your client through intuitive and easy to understand metrics.

Proxy Reporting

Show the history and impact of your clients’ proxy votes on the issues they care about.

Sustainability Stories

Go beyond the numbers and bring impact to life by accessing real-world stories related to clients’ portfolios.

Reporting Delivery

Share the impact online, via PDF, or through bulk downloads — whichever fits with your workflow.

The Values Conversation

with Rebs

A canvas and painting tools under a tree.
Investing is Personal

with Alex L

Support
& Service

Clients expect more from advisors than ever. We are an extension of your team, supporting you to enhance your existing client process and help win new prospects.

Support & Service Features

Our team supports you through the entire client journey to help you exceed client expectations.

Client Meetings

Our team can join client meetings and support meeting preparations throughout the client journey.

Client Events

Attend or co-host events with our impact-focused community.

Bespoke Requests

Craft responses that inform, engage and field unique requests from your clients.

Education Materials

We provide educational resources across sustainability and investment topics.

Training Workshops

Curate custom training for your team so they can engage with clients on practice management and sustainability.

Content & Insights

Subscribe to Ethic’s newsletter for topical content related to the sustainable investment and regulatory landscape.

How ALINE Wealth used the Values Mapping Exercise

with Peter Klein

Two Ethic team members laughing as they collaborate at a desk.
Meet the Sustainability Team

a bunch of misfits