Impact Trader helps financial advisors offer socially and environmentally beneficial investments to their clients by automating a nightmare of a process that would otherwise be cost-prohibitive for most firms to tackle.
Everything else their clients want is easy for advisors to buy. Stocks, bonds, mutual funds, you name it . . . they all trade electronically and show up automatically in any portfolio management and billing software.
But not impact investments. Before Impact Trader, impact investments were a manual, paper based, hard to manage piece of the portfolio, so they just were't a piece of many portfolios.
The millennial generation sees a direct connection between their wealth and the difference they want to make in the world, and financial advisors need to adapt to this new way of thinking about wealth in order to retain the next generation of their clients.
Impact Trader helps them do that.