When a client or lead completes your firm-branded Impact Assessment, they see some immediate results.

You can customize the results that a client or lead sees from within your account, under Assessment > Preferences.

The results are designed to provide some immediate feedback and information to the client, and encourage them to continue the conversation with you.

The sections that are included by default in your Impact Assessment results are:

Persona: a graphic showing the lead or client their impact "persona", which reflects the causes they picked.

Typical Portfolio: a visual that shows how well a "typical portfolio" supports the causes that the lead or client cares about. We calculate ratings for a "typical portfolio" using widely-traded ETFs that track the overall market.

My Portfolio: a message that asks the lead or client how well their portfolio supports the causes they care about, and encourages them to discuss their results with you.

Example Metrics: sample metrics that Ethos uses to rate stocks, funds and the lead or client's portfolio, based on the causes they picked.

What's Next: a message to the lead or client that you will reach out to them to start a conversation. This can also be a link to a landing page, risk questionnaire, or other next step in your onboarding process.

You can customize all of the above options from within your account under Assessment > Preferences.