Ethic Adviser Tutorial: Connecting to Xplan
Learn how to connect your Ethic Adviser Account to your Xplan account. This will create a secure connection allowing you to import basic information, including Portfolios so you can start…
Ethic Adviser Tutorial: Filters
https://youtu.be/091QcSAUhqM Learn how to use Filters and Sort, focusing in Exchange Filters, when reviewing Results.
Ethic Adviser Tutorial: Sustainable Questionnaire walk – through
https://youtu.be/FljsZQ9_A-Y Learn how to create a Sustainable Profile for a client with a step by step walk through of the Ethic Adviser Sustainable questionnaire.
Ethic Adviser Tutorial: Portfolio Results
https://youtu.be/rRdVDb-0Dj8 Learn how to upload a Portfolio, Analyze results against a client's Sustainability Profile and against the Ethic Adviser universe.
Ethic Adviser Tutorial: See Ethic Adviser in action
https://youtu.be/oqI30pObBlE Create Sustainable Profiles, auto-analyse portfolios, research and provide advice. The end to end advice solution to help you become a Sustainable Investing specialist for your clients.
Email templates: Free templates to help you contact your clients about sustainable investing for the first time.
Got a great client email template you want to share with the Ethic Adviser Adviser community? Email the Ethic Adviser team and we’ll make it available. Here are some email…
