Here are some email templates to help you invite clients to use the Oko Adviser portal as part of your Advice / Review process. Simply copy and paste the email…
Sustainability is the buzzword in the Advice industry at the moment. From articles, to conferences, to regulation, to specialized products; it’s everywhere! However, in reality most Advisers are only seeing…
Tips for managing the recent uptick in sustainable investing requests from clients. You’ve probably heard that clients want their Advisers to help them with Sustainable investing. In fact it’s now…
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.
Learn how to upload a Portfolio, Analyze results against a client's Sustainability Profile and against the Ethic Adviser universe. https://youtu.be/rRdVDb-0Dj8
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.
https://youtu.be/091QcSAUhqM Learn how to use Filters and Sort, focusing in Exchange Filters, when reviewing Results.
In the spirit of reconciliation, Oko respectfully acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their Elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today. Our head office is located on the land of the Gadigal people, of the Eora nation.