Welcome to the Product Explorer

Whether you’re just getting started with ESG or ramping up your current offering, OpenInvest’s Product Explorer will help you discover the right solution for your business.
Do you represent an institution? Learn more here.
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Have your clients approached you about investing with their values?

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Which of the following traits describe your clients?

( Select all that apply )
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What is your primary business focus for the next year?

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How comfortable are you speaking with clients about their personal values?

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Which of the following are pain points in your business?

( Select all that apply )
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How important is portfolio customization to your clients?

Customization may refer to the ability to choose from a wide variety of ESG investing causes, or the ability to invest in or divest from particular holdings outside of a predetermined list.
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Have your clients asked you to add or remove certain stocks from their portfolios?

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Are you looking to integrate new investing practices?

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How soon are you looking to implement an ESG option?

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Please fill out the form to view your results

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Calculating your results

( 0 of 9 questions )
YOUR BEST FIT

SMAs, Models, and Portfolio Diagnosis

With a diverse set of client needs, OpenInvest’s full-service ESG solution may be the best fit for your business. Separately Managed Accounts (SMAs) allow you to create highly-customized portfolios for your top-tier clients, helping them achieve their financial goals while investing in their most critical personal values. Portfolio Diagnosis provides you with the reporting expertise you need to attract new clients and provide engaging metrics on an ongoing basis, all while streamlining your back-office operations. OpenInvest Models are turnkey, low-maintenance ESG portfolios that track the S&P 500, representing either environmental or social Causes.
YOUR BEST FIT

Separately Managed Accounts and Portfolio Diagnosis

Your clients are seeking a truly personalized experience. OpenInvest’s Direct Custom Indexing technology allows you to build highly-customized portfolios that can track a variety of market benchmarks, allowing your clients to meet their unique financial goals while satisfying their most critical personal values. Portfolio Diagnosis provides you with the reporting expertise you need to attract new clients and provide engaging metrics on an ongoing basis, all with the click of a button.
YOUR BEST FIT

Separately Managed Accounts

Your clients are seeking a truly personalized experience. OpenInvest’s Direct Custom Indexing technology allows you to build highly-customized portfolios that can track a variety of market benchmarks, allowing your clients to meet their unique financial goals while satisfying their most critical personal values. OpenInvest SMAs include automated tax-loss harvesting, a custom dashboard, and engaging impact reports you can generate and download with the click of a button.
YOUR BEST FIT

Separately Managed Accounts and OpenInvest Models

You have a diverse client base that calls for highly-customized portfolios and approachable ESG options alike. OpenInvest SMAs offer you a way to create highly-customized portfolios for your high-net-worth clients, allowing them to achieve their financial goals while investing in their most critical personal values. OpenInvest Models are turnkey, low-maintenance ESG portfolios that track the S&P 500 Index, and your clients can choose from either environmental or social causes.
YOUR BEST FIT

OpenInvest Model Portfolios

You’re looking for a simple, turnkey ESG solution that you can implement without overhauling your current business structure. OpenInvest Models provide low-maintenance, low-cost portfolios that track the S&P 500 Index, capped at 70 securities for ease of trading. Your clients can choose from a pre-set list of Causes that represent either environmental or social values, such as Fighting Deforestation, Reducing Greenhouse Gases, LGBTQIA+ Rights, Women in Leadership, and many more. Like all OpenInvest solutions, your clients will benefit from engaging reports that highlight the tangible impact of their investments.
YOUR BEST FIT

Portfolio Diagnosis

Whether you’re already offering ESG services or currently looking for the right option, sustainable investing is on your radar. With Portfolio Diagnosis, you can help current and prospective clients understand where each security in their portfolio stands on the issues that matter most to them. Our cloud-based technology enables you to upload a portfolio with the click of a button and diagnose the holdings in accordance with any combination of OpenInvest Causes. These powerful reports demonstrate real-world impact and identify areas for improvement in the portfolio, all while streamlining your back-office operations.
YOUR BEST FIT

OpenInvest Models and Portfolio Diagnosis

You’re looking for an easily-integratable solution to help you get up and running with ESG quickly. OpenInvest Models provide low-maintenance, low-cost portfolios that track the S&P 500 Index, capped at 70 securities for ease of trading. Your clients can choose from a pre-set list of Causes that represent either environmental or social values. Portfolio Diagnosis is a powerful reporting tool that analyzes current holdings according to any combination of OpenInvest Causes and generates reports for your clients at the click of a button. These reports show your clients the true impact of their investments while also streamlining your back-office operations.
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An OpenInvest team member will contact you within one business day. In the meantime, head to our Articles and Insights page for the latest on the ESG investing space.
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