(open to UK-authorised financial planning/adviser firms).
| Membership Level | |||
|---|---|---|---|
| Book demo | Book demo | Book demo | |
| Cost/per month (excl. VAT)* | £30 | £185 | £335 |
| Features | Listing of all sustainable and impact funds, criteria scores and overall ratings | In depth individual fund impact analysis and visualisation tools to help adviser and client | All features of Impact Fund Analysis PLUS Aggregated portfolio impact reporting, benchmark and visualisation tools |
| # Concurrent User(s) | 1 | 4 | 4 |
| Regular Newsletter | ⬤ | ⬤ | ⬤ |
| Complete Sustainable and Impact Fund Listings | ⬤ | ⬤ | ⬤ |
| Impact Analysis Scores | ⬤ | ⬤ | ⬤ |
| Worthstone Composite Rating | ⬤ | ⬤ | ⬤ |
| Filtering Tools | ⬤ | ⬤ | ⬤ |
| Quarterly Data Updates | ⬤ | ⬤ | ⬤ |
| New Funds Finder | ⬤ | ⬤ | |
| Advanced Search Tool | ⬤ | ⬤ | |
| Individual Fund Analysis | ⬤ | ⬤ | |
| Product Comparison Tool | ⬤ | ⬤ | |
| Fund Impact Scorecards | ⬤ | ⬤ | |
| Discounted IIA tickets | ⬤ | ⬤ | |
| Portfolio Impact Reporting | ⬤ | ||
| Portfolio Impact Benchmarking | ⬤ | ||
| Portfolio Carbon Intensity | ⬤ | ||
| White Labelling | ⬤ | ||
| Membership Level | Book demo | Book demo | Book demo |
ExplorerSign Up |
PartnershipSign Up |
AllianceSign Up |
*Note these prices apply to firms with up to 10 advisers please contact us for pricing of firms with >10 advisers