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
Enhance your team's efficiency by ensuring they have access to the right information they need to perform their tasks effectively. By consolidating the data that is currently scattered across various documents and emails into a single location, you can streamline daily operations significantly. With significant investments made in numerous systems—some of which are purchased, others outsourced, or custom-built—you likely have an ERP system in place for your core functions. Sigmify's OpenAPIs offer the essential framework to seamlessly integrate your existing applications with Sigmify, making it a central hub for the tools you currently use and those you plan to develop in the future. The importance of conversations cannot be overstated, as they not only facilitate task management but also help in addressing critical bottlenecks and escalations. Just as Facebook demonstrated the power of communication in fostering social networks, Sigmify serves as the enterprise equivalent, promoting improved communication within organizations. This enhanced communication is vital, as it lays the foundation for more effective collaboration and ultimately drives organizational success. By leveraging Sigmify, teams can break down silos and work more cohesively towards common goals.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$5.00/month/user
Free Trial
Yes
Free Version
Yes
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
Yes
iPad App
Yes
Android App
Yes
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
No
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
Business Integration Systems India
Founded
1990
Country
India
Website
www.sigmify.com
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
Collaboration
Brainstorming
No
Calendar Management
Yes
Chat / Messaging
No
Contact Management
Yes
Content Management
No
Document Management
Yes
Project Management
No
Real Time Editing
Yes
Task Management
Yes
Version Control
No
Video Conferencing
Yes