Once a client invests in an SRI, ESG, or Impact Investment, how do they know what impact that investment is making both locally and globally?
Impact Trader offers montly "Impact Update" emails that will provide you with an automated way to keep your clients updated on the impact of their portfolio.
Their email will contain engaging and informative stories, pictures, and videos that have been created by the fund managers themselves to communicate the unique impact they're making.
Your clients will receive a monthly email tailored to their portfolio.
They can view all of their Impact Stories online via their customized portal.
Integrate "Impact Discussions" into your face-to-face client meetings.
Engage the Millennial Generation and position yourself for success.