Align your clients’ investments with the causes they care about without sacrificing financial goals.

OpenInvest uses Dynamic Custom Indexing to build passive, values-based portfolios. We allow you to engage with your clients on the things they care about most, like the environment, social justice, or their community. Our impact reporting and portfolio transition tools help you and your clients visualize the potential in their investments while seeing how their SMAs would have performed in historical backtests.

At a Glance

Custom ESG alignment

Tangible impact reporting

Tax-loss harvesting

Trusted ESG data

User-friendly technology

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