Elevate your client relationships

Custom SMAs
Offer clients a bespoke ESG investing experience with fully-customizable portfolios that align with their values while tracking the market.

OpenInvest Models
Provide your clients with an accessible ESG investing solution with passive, values-based models.

Portfolio Diagnosis
Connect with clients on a new level with tangible reports that highlight the impact of their investments.

The rapid growth of ESG investing
Funds with ESG-mandated assets have more than tripled since 2015. Clients are seeking a socially responsible way to invest.

Why work with OpenInvest?

Tangible impact reporting
No matter which solution you choose, your clients will benefit from proprietary reports that highlight the impact of their investments, like CO2 they’ve kept out of the atmosphere or percentage of women in leadership.

Data-powered solutions
Offer your clients an ESG investing solution backed by real data. Build portfolios based on an extensive list of values-based metrics including LGBTQIA+ rights, racial justice, disability inclusion, and more.

New tax efficiencies
Open new frontiers for your clients with tax optimization at the individual security level. Your clients will benefit from automated tax-loss harvesting, household and multi-generational exposures, and estimated tax impact tools.