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Leverage our questionnaire as a link for existing clients, or as a form for lead generation of prospective clients, with your firm’s logo and naming.
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Understand your prospects' and clients' values through our behavioral ESG Personality Types questionnaire.
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Reveal the ESG Personality Types of clients, to use as an impact goals statement for client onboarding and IPS processes.
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Diagnose portfolios according to personalized values for each client.
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Show the intuitive impact of investment portfolios in concrete terms with our Metaphor Metrics.
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Choose among many styles and designs for reports, such as side-by-side comparisons between portfolios.
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Screen portfolios of funds or companies based on client personal values
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Build and edit portfolios for new proposals or client adjustments, to align investments with values.
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Dynamically swap portfolio constitutents in and out, to see the impact of investment decisions according to values.
Product Description
About this Product
YourStake.org provides all the tools financial advisors need to help clients understand and grow their social + environmental impact:
- ESG Personality Types Questionnaire
- Award Winning Impact Reporting
- Analyze & Research Funds & Companies
About Stake PBC
YourStake helps advisors master the conversation with clients about sustainable investing. We help advisors a) understand the personalized values of each client, b) research funds and companies to achieve more impact, and c) report on that impact with full transparency. Our ESG Personality Types Questionnaire can help surface new leads or guide prospective clients through a values discovery process. Our screening capabilities help advisors diligence funds, construct stock portfolios (e.g. direct indexing), or compare among a set of model portfolios. Our best in class award-winning impact reporting is designed so that every piece of information is backed by the data sources, calculations, and simple ways to describe the context – advisors will never be caught off guard by a client question about why ESG.
Product Details
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Integration Capabilities
Serving RIAs Since
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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.