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.
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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.
