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Integrations

YourStake

Align your Addepar clients’ portfolios with their values in YourStake. Use the integration to assess portfolio exposure by position, screen for value–based funds, and share portfolio impact in a personalized, explainable, and transparent way.

Last updated: 10-25-2023

Save time to focus on what matters

  • With the sheer amount of data available, YourStake’s solutions keep impact investing all in one place, helping you focus more on the client experience.

Align portfolios with values

  • Deliver personalized portfolios for clients with solid foundation of research and analytics based on client value alignment.

Answer the questions clients care about

  • YourStake is designed to explain portfolio and position exposure and value-based investment decisions in a simple, transparent, and intuitive way.

Streamline the proposal process

  • Leverage Yourstake’s proprietary statement extraction tool to shorten the time it takes to prepare and close a prospect. Advisor Core from YourStake provides statement extraction, portfolio analysis, and customizable proposal reports.

Use AI to analyze key portfolio performance factors

  • Easily drop any account statement PDFs into Yourstake and receive a comprehensive analysis of the portfolio across key portfolio tenets including: values-alignment, risk, fees, and sector diversification. Leverage Yourstake’s built in AI chatbot to ask key questions and generate portfolio insights.