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
Time: 2:00 PM ET / 11:00 AM PT
Date: Thursday, February 4, 2021