Financial Planning exclusive: YourStake's AI-powered portfolio analytics saves advisors 5+ hours weekly. See how 400+ RIAs use this $1K/year platform for document extraction, CRM integration, and values-based investing tools.

New functionality empowers advisors with advanced tax planning tools for portfolio transitions, along with seamless integration into existing capabilities

The 2024 T3/Inside Information Survey results are in an YourStake and the Values-Aligned Direct Index Solution (VADIS) carry highest ratings in financial advisors satisfaction across their categories.

Advisor Core is a new suite of tools that allows for statement pdf extraction in minutes with full portfolio analysis and client-ready proposals in one unified system. 

YourStake is thrilled to announce the launch of new values-based data packages.

YourStake is ranked #1, the third year in a row, for SRI/ESG Portfolio Analysis Services in the 2023 T3/Inside Information Advisor Software Survey.

The Anti-ESG movement has created a huge stir across the US investment industry. How far will this go and what impact will this have? Here’s our take.

Take a look back at 2022 and all that's gone on at YourStake!

Data library covers 160 top companies in S&P 500 across all 18 mandatory Principal Adverse Impact indicators.

Powered with data by YourStake, the EATV ETF Underscores Its Commitment to Investing for Animals, the Planet and People.

See how proxy voting and shareholder advocacy can help create change in corporations

Learn how YourStake integrates to Black Diamond.

For two years in a row, YourStake has been rated #1 for SRI/ESG Portfolio Analysis tools.