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Transparency
and engagement
for all investors

Be it a pension, portfolio or fund name, we’ll identify all the underlying companies, enabling any investor to have impact with their money through campaigns, voting and shareholder perks.

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Helping you and your clients

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Providing Transparency

It’s radical. Investors learn exactly which companies they actually own through their investments, increasing engagement and retention.
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Shareholder engagement

But not as you know it. Investors engage with their companies through voting, campaigns and shareholder perks, decreasing new customer acquisition costs through the power of online networks.
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Clean, fast and open data

Choose between our client ready dashboard or API solution for high quality data with total flexibility over how you use it.
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Portfolio x-ray tool

Dashboard

For financial advisors, consultants and charities we provide a stand-alone, client facing dashboard that integrates into existing workflows to enhance your client’s experience.

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API and SDK

Digital Providers

For online investment solutions, we provide a high quality data feed via API and user-tested SDK for integration into your existing digital interface.

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FCA Approved

You can trust us. We're authorised directly by the FCA to provide financial advice, arrange and make investments. You can find us on the register here.