ESG = Engagement + Personalization

Dynamic custom indexing
Custom SMAs have long existed as a manual process at the high-end of the market. OpenInvest has fully automated direct indexing end-to-end, with modules designed to empower existing players and systems. Our partners’ advisors can now pull out a tablet in a client meeting, tailor, and launch custom models on the fly.

Automated ESG and impact reporting
With Portfolio Diagnosis, advisors can automatically analyze a client’s current holdings and produce highly intuitive, client-friendly impact reporting, regardless of underlying fund managers or vehicle types. For both prospecting and quarterly reporting, clients can immediately feel the value of ESG and love your products.

White-labeled Separately Managed Accounts (SMAs) and model delivery
Develop innovative, thematic investment strategies and products without the overhead. Our technology enables you to overlay financial and ESG factors onto existing strategies to expand the product lineup and target new segments.

Unlock new tax efficiencies
Demonstrate the power of tax optimization at the individual security level. OpenInvest’s technology offers advisors’ clients automated loss and gains harvesting, simulations and analysis, transition planning, and reporting.