Financial Advisors can readily implement systems to support sustainability values led advice into the existing advice process. Usually one simple question in the Fact Find
The full service
platform for
sustainability values Advice.
Link your client’s sustainability values with their advice needs with confidence. Perfect for Advisers working in the space for the first time, as well as the seasoned specialist.
The full service platform for sustainability values Advice.
Combining artificial intelligence with fundamental sustainability data on over 100,000 funds and direct investments, to provide Advisers with powerful, unique information on how a client’s sustainability preferences align to their investment choices.
We’re in good company. Trusted by hundreds of Advisers.
Built for you
The only end to end digital sustainable investing Discovery, Analytics and Advice support platform. Purpose built for the 90% of Advisers who do not specialist in Sustainable Investing.
A ‘risk profile for sustainability’. Oko Adviser is fully compatible your existing advice processes and systems.
Good different
We combine market leading sustainability data with our unique approach to give you a true and accurate reflection of the sustainability performance of Funds, ETFs and Shares. All aligned to each of your clients individual needs.
Our advance analytics engine helps quickly sources aligned solutions and avoid greenwashing.
Sustainability Summaries
Detailed, independent ESG summaries for Funds and Companies plus ESG Reasons detailing the reasons why any instrument is linked to a cause or issue selected in your client’s profile.
Combing artificial intelligence models with fundamental ESG data, our advanced, purpose built natural language summaries give you access to unique and powerful information, ready to be shared with clients.
Affordable
Simple plans for wherever you are on your sustainable investing journey.
Growth
$299 p.a or $29 p.m
Best for small businesses with a growing client base.
- Up to 5 clients
- Access to Oko Adviser Profiling
- 100k+ shares, listed ETFs and Managed Funds
- Unlimited portfolio analysis
- Post meeting & advice outputs
- Compliance Tracking
- Data insights for your customers
Scale
$999 p.a or $89 p.m
Best for established practices with an established client base.
- Unlimited clients
- Access to Oko Adviser Profiling
- 100k+ shares, listed ETFs and Managed Funds
- Unlimited portfolio analysis
- Post meeting & advice outputs
- Compliance Tracking
- Data insights for your customers
Expert
$1999 p.a or $179 p.m
Best for those looking for bespoke solutions.
- Access to Oko Adviser Profiling
- 100,000+ shares, listed ETFs and Managed Funds
- White labelling
- Curated universe and APL
- Bespoke advice documentation
- System integrations
- Administrator Access
Take advantage of the 14 day free trial and free on boarding support to get started.
*All prices are in USD
Oko Adviser is the new way for Advisers to engage, research and Advise customers with sustainable investing needs.
Step 1.
Engage
Engage with clients through fact find screening question and email outreach. (Resources available)
Step 2.
Profile
Define your client’s sustainable investing parameters, consistently and accurately in minutes with the beautifully designed purpose built Sustainability Profiler
Step 3.
Research
Our analysis engine will automatically analyse and provide results for each client’s personal profile against your Portfolios and APLs.
Step 4.
Advise
Get all your post meeting and compliance needs with intelligent templates that automate your post meeting outputs, including emails, file notes and SoA inputs.
As seen in
Jam-packed with Adviser focussed features, so you can
spend time on what's important, your clients.
Profiler
Our 5th generation profiling tool enables Adviser to accurately define their clients sustainable investing profiles using data intelligent modelling.
Analyse
Auto analysis of your client’s portfolios to identify investments that conflict with their sustainable investing profile, and identity investments which might be more aligned.
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.
Auto 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.
Outputs
Access automated and tailorable advice outputs which can easily be added to your existing documents. These include the client inputs, your decisions and the advice you plan to give.
Compliance
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. We don’t require Client personal data and all Oko Advisers’ systems are encrypted and protected to the highest standards.
Jam-packed with Adviser focussed features, so you can spend time on what's important, your clients.
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Ready to get started?
Start your free trial. Add clients and start researching investments in minutes.
Get access to all the Oko Adviser features with one transparent fee. Need help? Our support team will get you up and running in no time.