Kwanti
Portfolio analytics, stress testing, risk profiling and branded proposals for financial advisors
- RIAs
- Broker-dealers
Data & researchPer seat
Ethos
Values-based and ESG impact ratings, portfolio analysis and client impact reports for advisors; owned by ACA Group
New York, NY, USFounded 2019Part of a larger companyethosesg.com
What it does
Ethos supplies impact and ESG ratings on companies and funds, with a subscription for financial advisors and versions for asset managers, asset owners, corporations and technology platforms. It is now part of ACA Group, the compliance and advisory firm.
For advisors, Ethos offers a firm-branded values questionnaire (Impact Assessment) that can be shared by email, social media or a website widget to collect prospect details; portfolio analysis and screening across thousands of stocks and funds and 45 causes; and branded client impact reports covering topics such as UN Sustainable Development Goal exposure and warming alignment. The standard advisor plan covers up to 200 clients and leads and 4 users. A direct index optimizer, CSV downloads and an API are available.
Ethos was founded in 2019 by Luke Wilcox and is based in New York. ACA Group bought it in September 2022.
Best for
- Serves
- RIAs, Asset managers
Features
- Firm-branded values questionnaire
- Company and fund impact ratings
- ESG portfolio screening and analysis
- Branded client impact reports
- Lead capture widget
- Data API
Pricing and deployment
- Pricing model
- Custom quote
- Deployment
- Cloud
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