81% of investors agree that it is important for their financial advisors to talk to them about their personal values.
With SeekInvest, financial advisors can differentiate and grow their business by seamlessly incorporating clients’ personal values.
Your client articulates which values are important, and we assign a values score to each holding and weighting in the portfolio.
Generate insightful & actionable proposals so you can have informed client discussions and make educated recommendations.
Add Investments That Fit Identify new investments that are identified as a better fit for a client and can be added to the portfolio.
Reduce Investments That Don’t Identify current portfolio holdings that can be sold, reduced or transferred in-kind to move the portfolio closer to a client’s values.
Tax Efficient Changes Review potential portfolio changes for tax efficiency (future release).
CO2 Greenhouse Gas Emissions Capture or reduce emissions by purchasing carbon pollution offsets and retiring or vaulting them.
Plastic Waste Recycling & Reduction Drive financing to plastic waste collection and recycling infrastructure.
Land Management Finance initiatives designed to help secure rights to lands and resources, increase the resiliency of ecosystems, improve livelihoods, and create jobs.