Show your Clients the
Impact of their Portfolio

Show the Impact

If you offer SRI, ESG, or Impact Investments to your clients, their money is making a significant impact around the globe. Do they know about the good they're doing?

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See how easy it is to offer customized monthly Impact Updates to your impact-oriented clients.

Engage your Clients

Our impact stories, pictures, and videos are customized to each of your clients' portfolios. This empowers you to have conversations that go beyond returns and performance.

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How can you make SRI, ESG, and Impact Investing more engaging for your clients?
Amazing stories, pictures, and videos for your clients.

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.

  • Monthly Emails

    Your clients will receive a monthly email tailored to their portfolio.

  • Online Portal

    They can view all of their Impact Stories online via their customized portal.

  • Client Meetings

    Integrate "Impact Discussions" into your face-to-face client meetings.

  • Grow Your Firm

    Engage the Millennial Generation and position yourself for success.

Pricing

Get started with a free trial and then sign up for our affordable monthly service.
Free Trial

Free

  • 30 Days of Full System Access
  • No-Risk Trial
  • Industry Standard Data Security
  • Preview All Impact Update Content
  • Convert to paid account at any time
Sign Up
Your Firm

$25

/ Mo
  • Up to 15 clients can receive Impact Updates
  • Unlimited number of users (advisors)
  • Automated impact update emails
  • Online client portal
  • Free email support
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Additional Clients

$0.25

each / mo
  • First 15 clients = $25
  • Each additional client = $0.25/month
  • Full access for all clients
  • Only needed for Impact-Oriented Clients
  • Unlimited number of clients
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Get in touch

Questions? Send us a message and we'll get back to you within one business day.

Sign up for a Free Trial

No strings attached. No credit card required. See how much your clients will appreciate knowing the impact of their portfolio.