The complete Advise solution for your Client's Sustainable Investing needs.

Manage your clients’ Sustainable Investing needs.

The end to end advise solution helping any Adviser to become a sustainable investing specialist.

Group 24

Sustainable Profiler

Easily establish your clients sustainability parameters with the advanced, engaging sustainable investing profiler. 

pie-chart

Portfolio and APL Analysis

Auto analyse investment portfolios and Approved Product Lists for sustainability alignment to your clients Profile.

rating(1)

ESG ratings

Institutional grade ESG data on your Approved Products List and on over 100,000 instruments. Research, Analyze and Compare with Ethic Adviser.

How Ethic Adviser works

Sustainability Questionnaire

Easily capture and understand your clients’ Sustainable investing parameters with the engaging, client facing Sustainable Investing Discovery tool. Send directly to Clients to complete it in their own time.

Portfolio and APL analysis

Use the Ethic Adviser analytics engine to automatically analyse your client Portfolios and practice Approved Product Lists against each individual client’s sustainable investing profile. 

Analyse & Research

Identify conflicted investments, and review matched alternatives sourced from a global universe of shares, ETFs and funds.

Compare and Review

Use the powerful Comparison tool by selecting any investment from the 100,000 instruments on the platform and compare them side by side based on their Sustainability rating and against each client’s preferences.

Advise

As your client’s trusted Adviser, determine the best course of action. Ethic Adviser supports all your compliance needs by recording outcomes and decisions, and provides all post-meeting requirements, including advice document inputs.

Insights

Collate data on the sustainable preferences trends from your client base. Gain a unique insight and when the time is right, help guide any adjustments you make to your investment solutions.


What Advisers say


What Advisers say

My clients get excited about something different. Responsible investing is a good bridge to getting the next generation involved, and I feel it gives me an edge as an Adviser.

Scott Averay, Bentleys Wealth Advisory

I have been fortunate enough to use Ethic Adviser’s sustainability profiling tool with my clients. The process has not only enabled investing choices be aligned with clients ethical beliefs, but has resulted in more meaningful discussions generally. I have found the process easy and more importantly, quick, without limiting quality.

Craig Haycock, Logicca Chartered Accountant

Responsible investing is a rapidly growing area of interest for many clients, and any tool to increase engagement in investments is an excellent thing for investors.

Clayton Daniel, XY Adviser

New to Sustainable Investing? Check out our resources here

Here's what you can do

Sustainability discovery

For the first time, Advisers can help their clients define their responsible investing profiles using data intelligent modeling.

Portfolio analysis

Auto analysis of your client’s portfolios to identify investments that conflict with their responsible investing profile, and identity investments which might be more aligned.

In-depth research

Gain access to institutional-grade ESG and markets research on over 100,000 international listed and unlisted shares, ETFs and managed funds.

Compare

Manage, filter and compare investments across Ethic Adviser sustainability scores, financial returns, yields, risk, and comparisons against industry benchmarks.

Templated comms

Our email templates help you to position meetings, create automated post meeting emails as well as meeting notes that include all client inputs, your decisions and next steps.

Create advice docs

Auto analysis of your client’s portfolios to identify investments that conflict with their responsible investing profile, and identity investments which might be more aligned.

Compliance + review

Ongoing access to time-stamped interactions and records for each of your clients, and support your annual reviews, which help you meet your compliance needs.

Security

Protecting your client’s personal information is paramount. Only your client’s name and email is needed to set up a profile, and all Ethic Advisers’ systems are encrypted and protected to the highest standards.

.

.

Work with existing tools

Work with existing tools



Connect securely to your Xplan portal to instantly create client records, add portfolios and review Approved Product Lists in the Ethic Adviser Portal.

Start your free trial today. Add clients and start researching investments in under 2 minutes.

Get access to all the Ethic Adviser features with one transparent fee. Need help? Our support team will get your up and running in no time.

Start your free trial today. Add clients and start researching investments in under 2 minutes.

Get access to all the Ethic Adviser features with one transparent fee.