Product updates at Ethos this month: data visualization, custom reporting templates, real-world metrics and more.
Ethos helps investors align money with the causes they care about, including climate action, racial justice, LGBTQ equality, and more. Learn more about how we help financial advisors grow their business with impact tools here.
Data visualization to see and share impact
Understand the impact of a portfolio or investment with improved data visualizations, including pie charts showing a client's Impact Assessment results and bubble charts to quickly see what's driving a rating for a stock or fund:
Custom reporting templates to communicate with clients
Create custom templates for your client impact reports. Re-order report sections, include or exclude sections (e.g., metrics or financial performance), and save your preferences across reports so you never have to re-enter info:
Real-world metrics to track impact
Use real-world, easy-to-understand metrics with clients in your reports, such as number of cars removed from the road by a client's portfolio (based on carbon footprint of portfolio holdings):
Educational webinars to engage leads and clients
Want to educate your clients or leads about ESG investing? We can organize and run an educational webinar with you. Reach out to us at email@example.com for more information.
Reusable portfolio models to save time
Easily create portfolio models (sets of assets) around the causes your clients and leads care about, then re-use with any number of clients and leads. We added new filters to help you create models, such as fund expense ratios and asset classes:
Ethos is a first-of-its-kind FinTech platform for investors and consumers to align their spending with the causes they care about, including racial justice, workplace safety, climate change, LGBTQ equality, and more.
Financial advisor? Learn more about Ethos for financial advisors here.