Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
We empower both wealth advisors and investors to build portfolios that align personal values with their financial aspirations. Ethic offers customized investment solutions designed to resonate with unique sustainability and financial preferences. Our aim is to inspire enthusiasm around sustainability discussions, whether you are an investor or a wealth advisor. Our offerings span a wide range, including sustainability training and education, financial analysis, portfolio development and management, as well as continuous insights into your or your client's investments. Presently, Ethic collaborates with some of the largest wealth advisors, custodians, and investment banks across the United States. Our diverse team merges extensive expertise in institutional investing, technology, data, and design. For over five years, we have been committed to our mission and currently manage over $1 billion in sustainable investments. Remarkably, the collective carbon reduction achieved by our clients so far is akin to removing 5,657 cars from the road. This significant impact demonstrates our dedication to creating a sustainable future while meeting financial goals.
Description
Homebot enhances repeat and referral business for real estate agents and loan officers by empowering their clients to accumulate wealth. By utilizing Homebot, you position yourself as a reliable advisor, guiding clients in making educated choices regarding their most significant asset, which is often their home. The platform provides tailored, actionable insights that carry your branding, enabling clients to effectively monitor and grow their wealth through homeownership. Additionally, Homebot's user-friendly approach ensures that clients stay engaged and informed about their property investments over time.
API Access
Has API
No
API Access
Has API
No
Integrations
TrustEngine
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$150 per month
200 one-time setup fee
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Ethic
Country
United States
Website
www.ethic.com
Vendor Details
Company Name
Homebot
Founded
2015
Country
United States
Website
homebot.ai/
Product Features
ESG
Activity Dashboard
No
Analytics/Reporting
No
Audit Management
No
Benchmarking
No
Compliance Management
No
Data Visualization
No
Document Management
No
Performance Metrics
No
Risk Assessment
No
Investment Management
Accounting Management
No
Benchmarking
No
Bonds / Stocks
No
Client Management
No
Commodities
No
Compliance Reporting
No
Data Import / Export
No
For Investment Advisors
No
For Investors & Traders
No
Fund Management
No
Modeling & Simulation
No
Payroll & Commissions
No
Performance Metrics
No
Portfolio Management
No
Risk Management
No
Product Features
Mortgage and Loans
Amortization Schedule
No
Client Database
No
Closing Documents
No
Commercial Mortgages
No
Contact Management
No
Credit Reporting
No
Customer Statements
No
Document Management
No
Electronic Applications
No
Government Loans
No
Loan Origination
No
Loan Servicing
No
Pipeline Management
No
Pre-Qualification
No
Refinance Management
No
Residential Mortgages
No