Portfolio Impact Reporting Tool

Paint a picture of how your client’s portfolio is making a positive impact.

Our community of financial planners told us it would be useful to show clients the consolidated impact of a portfolio of funds.

The Portfolio Impact Reporting Tool does just this.

Screen shot/mockup of Portfolio Impact Reporting Tool

By codifying key sustainability aspects across portfolios, we bring data sources together and present them with storytelling graphics to help you paint a picture of how your client’s portfolio is making a positive impact (and compare it using benchmarks to more traditional investment approaches).

A one-minute watch below: