michael.pendergrass
Acronym
OpenInvest
Product ID
openinvest_custom_sma
Description

Tech-enabled asset manager with ESG SMA capabilities advisors can offer clients.

Images
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Details

Tangible impact metrics that reflect your clients' values.

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Details

OpenInvest's user-friendly technology allows you to build values-based portfolios without sacrificing returns.

Features
  • Custom ESG portfolios that reflect your clients' values
  • Tangible impact reporting that reflects your clients' impact
Vendors
OpenInvest
Schwab Products
SIT Provider
Section
Research & Analytics
Trading & Rebalancing
Ad Hoc Tags
DoubleClick Tags

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