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.
Helping you and your clients
Providing Transparency
It’s radical. Investors learn exactly which companies they actually own through their investments, increasing engagement and retention.
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.
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.
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.
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.
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.
