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Getting Started
How should I use Ethos?
What do I need to get started on Ethos?
What is the onboarding process for financial advisors?
How do I navigate around my account on Ethos?
Integrate with your Altruist account
Clients and Leads
How do I add clients and leads to my account on Ethos?
How many clients and leads can I add?
Does Ethos require clients' personal information?
How do I edit a client's details?
How do I convert a new lead through Ethos?
What are some best practices in impact-focused lead generation?
Data and Research
What is Ethos' rating methodology?
How do I research companies and funds on Ethos?
How many companies (stocks) and funds are included on Ethos?
How can I request additional coverage?
How does Ethos incorporate shareholder advocacy in fund ratings?
How does Ethos track and rate controversies?
How does Ethos calculate "real-world" metrics
What are the "real-world metrics" that Ethos uses?
How often does Ethos update data?
Can I use Ethos to check a portfolio's exposure to countries?
How does Ethos calculate temperature rise potential?
Impact Assessment
What is the Ethos Impact Assessment?
Why do you use 1-7 scales in the Impact Assessment?
What is included on the Impact Assessment results?
How do I share my Impact Assessment with leads and clients?
How do I add my Impact Assessment widget to Squarespace?
How do I add my Impact Assessment widget to Wix?
Portfolios and Modeling
Can Ethos help me develop portfolio models?
How do I add a portfolio model to my account?
How many portfolio models can I add?
Reports
How do I create a report?
How do I share a report with a client?
How do I create a report PDF?
How do I change the top banner image on a report?
How does Ethos visualize data in reports?
How do I compare portfolios in a report?
Security and Privacy
How is my data protected on Ethos?
How do I set up Okta for single sign-on?
How do I change my password?
How do I update my email address?
How do I update my personal data?
What are some best practices in keeping my account secure?
How do I delete my account?
What do I need to do to avoid scams?
About Ethos
What is Ethos' mission?
What are Ethos' values?
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