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
ipushpull is an intuitive, no-code platform designed for effortless configuration, enabling users to fully leverage their data-centric services. This solution provides immediate access to relevant information precisely when and where it is needed, enhancing decision-making processes and facilitating real-time data utilization. Our no-code interface ensures a swift market entry while our collaborative approach prioritizes your needs, allowing us to quickly prototype and refine solutions together. The ipushpull methodology is efficient, budget-friendly, adaptable, and highly targeted, making use of our versatile platform. With a wealth of experience in financial services and technology, our dedicated team is committed to ensuring you extract maximum value from our offerings and enjoy an unparalleled customer experience. A leading global investment bank has successfully integrated ipushpull to offer its clients live, access-controlled pricing, demonstrating the platform's effectiveness in real-world applications. By choosing ipushpull, you are not just adopting a tool; you are partnering with a team that prioritizes your success through continuous support and innovation.
API Access
Has API
No
API Access
Has API
No
Integrations
Symphony
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
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
No
iPad App
No
Android App
No
Windows
Yes
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
Yes
Vendor Details
Company Name
Ethic
Country
United States
Website
www.ethic.com
Vendor Details
Company Name
iPushPull
Country
United Kingdom
Website
www.ipushpull.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
File Sharing
Audit Trail
Yes
Chat / Messaging
Yes
Collaboration
Yes
Document Management
Yes
Drag & Drop
Yes
Electronic Signature
No
Encryption
Yes
File Synchronization
Yes
Search
Yes
User Management
Yes
Version Control
Yes
Workflow Management
No