Pricing

Is it time you started on your own impact journey? Choose the level for you.

(open to UK-authorised financial planning/adviser firms).

Membership Level

Explorer

Impact Universe Insight

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Partnership

Impact Fund Analysis

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Alliance

Impact Fund & Portfolio Analysis

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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

Explorer

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Partnership

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Alliance

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*Note these prices apply to firms with up to 10 advisers please contact us for pricing of firms with >10 advisers