Technology built to accelerate your business

Build your clients' dream portfolios with ease.

Custom
asset allocation
ESG value alignment
Powerful tax tools
Tangible
impact reports
CUSTOM ALLOCATION

Build bespoke portfolios

OpenInvest’s advisor web portal allows you to create individualized portfolios for your clients with a few clicks of a button.
ESG ALIGNMENT

Capture client values

Help your clients invest in what matters most to them. Select from a range of causes backed by industry-leading data to create top-of-the-line value screens.
OPTIMIZATION

Utilize powerful tax tools

Optimize taxes at both the client and individual equity levels using sophisticated tax technology for all account sizes.
IMPACT REPORTING

Deliver tangible insights

Build long-lasting client relationships by providing detailed, engaging reports that reflect the true impact of their investments.
PERFORMANCE

Track the market

Use our Direct Indexing technology to create custom portfolios that track a chosen benchmark, allowing your client to invest in their values without sacrificing financial goals.