YourStake
HQ Address
100 Cherry Street, Guilford, CT 06437, United States
Website Address
Business introduction
Wealth Technology to power the amazing
From proposal generation to values alignment tools and access to Direct Indexing, YourStake serves as an all-in-one solution for advisors of all sizes
YourStake provides technology solutions that power the amazing for advisors and their clients.
Founded in 2019, YourStake serves over 300 advisor firms, including top RIAs and broker-dealers across the wealth management industry as well as asset managers and TAMPs. YourStake is SOC2 Type 2 certified and is proud to be a top-rated tools according to customer satisfaction by T3/Inside Information 4 years in a row.
Advisor Core by YourStake enables advisors to win more clients with faster proposal turnaround.
VADIS enables advisors to provide custom values-aligned direct indexing to their clients.
Values Hub helps align client portfolios with their values using a discovery questionnaire, investment research tools, and NoScore transparent data.
YourStake Solutions
Advisor Core
Advisors spend up to 12 hours analyzing clients' portfolios and comparing them to model portfolios. Manual transcription often leads to errors, and pouring over analytics adds time and complexity to the task and hinders growth. Advisor Core simplifies the process by allowing advisors to quickly upload account statements and receive a......
business needs
- Client Marketing & Prospecting
- Client Onboarding & Identity Verification
- Financial & Retirement Planning
Values-Aligned Direct Index Solution (VADIS)
Unlock personalization and grow your practice with VADIS: The Values-Aligned Direct Index Solution. In Latin, 'VADIS' means "Where are you going" VADIS makes it easy to generate progress towards your client's goals of investing in solutions designed to meet their financial and values goals with the greatest amount of transparency, customization, and......
business needs
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
- Risk Analysis & Management
Values Hub
Values-based solutions and impact reporting with a mission to equip advisors with the depth of information needed to answer any client question, beyond abstract scores....
business needs
- Client Communications & Reporting
- Client Marketing & Prospecting
- Portfolio Build, Analysis & Reporting
