Webinar: Introducing Your Clients to ESG Investing

Discover solutions that allow you to build custom portfolios and share impact in minutes.

In this webinar, you will see demonstrations of:

  • OpenInvest’s products, from fully customizable options to seamless model portfolios that suit an array of client needs
  • Our reporting technology, which allows you to show your clients exactly how their investments are impacting the causes they care about most
Your Hosts:
Dan Lang
Jake Raden

Time: 2:00 PM ET / 11:00 AM PT

Location: Virtual

Date: Thursday, February 4, 2021