Product Description
About this Product
- Compare, contrast and build ESG portfolios.
- Reporting – creates useful client and marketing collateral.
- Mitigate downside risk and reduce volatility.
About Act Analytics Corp.
Act Analytics is an ESG service provider that helps RIAs talk to their clients about sustainability and integrate ESG into their investment process. Our web-based platform is an end-to-end solution that spans the KYC process to portfolio construction to client servicing. Using our platform, RIAs can: 1) identify the sustainability values that matter to their clients, 2) build portfolios that are aligned with those values through granular and transparent investment insights, and 3) generate reports that detail the impact their clients are having. Altogether, we provide RIAs with a great opportunity to market themselves differently with a tool that enhances portfolio diversification and reduces risk.
Product Details
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Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.