Ethic
Investing with Ethic transforms portfolios by aligning individual values with financial objectives. Since 2016, advisors leverage its direct indexing platform and multi-asset solutions to create personalized investment strategies. With automated tax management and impactful reporting, Ethic empowers clients to engage meaningfully in sustainable investing while fostering stronger advisor-client relationships.
Top Ethic Alternatives
GoldenSource ESG Impact
GoldenSource ESG Impact seamlessly integrates diverse ESG data, ensuring it is normalized and tagged for regulatory compliance.
ESGflow
ESGflow empowers firms to effectively monitor and manage the ESG qualities of financial products by integrating internal and third-party ESG data.
Optera
Optera's platform revolutionizes decarbonization by providing organizations with precise data to manage Scope 1, 2, and 3 emissions.
Energy Sensei
Energy Sensei streamlines energy management by connecting teams, activities, and insights in one intuitive platform.
Pulsora
Recognized as a leader in sustainability management, Pulsora empowers enterprises to effectively gather and manage ESG data.
Green Project
By integrating with over 10,000 utility providers and major financial systems, it ensures precise data...
Reporting 21
It allows clients to choose between off-the-shelf solutions or custom builds tailored to specific needs...
EcoActive ESG
It offers customizable templates, expert insights, and a robust knowledge base, enabling organizations to measure...
ESG Flo
Users can seamlessly generate audit-ready reports tailored to various frameworks, enhance collaboration, and access enterprise-grade...
VerityESG
It centralizes data capture, enhances workflow efficiency, and simplifies reporting for regulatory compliance, empowering teams...
Rho Impact
Leveraging authoritative energy and environmental data, it supports users in forecasting impacts across diverse scenarios...
Cedara Hive
Its unique mapping engine integrates seamlessly with diverse data sources, enabling precise carbon emissions computation...
Pear.ai
By providing real-time access to invoices and usage metrics from all locations, it enables organizations...
Benchmark Gensuite ESG Reporting
Users benefit from robust data mining and reporting tools, enabling seamless collaboration through interactive dashboards...
Top Ethic Features
- Personalized direct indexing portfolios
- Multi-asset portfolio optimization
- Automated tax management features
- Ongoing tax loss harvesting
- Detailed impact reporting tools
- Values-aligned investment strategies
- Customizable sustainability screening
- Engaging educational resources
- Immersive data visualizations
- Proxy voting support services
- Client-centric investment storytelling
- Extensive advisor training programs
- Comprehensive portfolio management support
- Diverse team expertise and collaboration
- Carbon footprint reduction tracking
- Tailored financial analysis tools
- Simplified client engagement processes
- Integration with major custodians
- Real-time investment insights
- Collaborative advisory partnerships.
