Meet Resonate.
The Ultimate Faith-Based Investing Technology For Financial Advisors.

Put the most powerful faith-based investing technology to work for you and your clients today!
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Show clients how their portfolios align with the faith-based values they care about most.
Show prospects how their current portfolio conflicts with their faith-based values and how you can help solve that problem.
Why Resonate?
Personalized screening profiles
With Resonate, you can create firm level screening profiles or allow clients to decide what specific issues to support or exclude from their portfolios in a flash with Resonate's text message automation.
Transparent screening data
Resonate gives you full transparency into faith-based screening issues on more than 20,000 stocks, mutual funds, and ETFs including dates and links to publicly verifiable source data.
Resonate Reports
Easy to understand reporting with key takeaways including Resonate Score™, best and worst aligned holdings, violation details, and suggested action items to improve faith-based alignment over time. Explore sample Resonate report.

Introducing the Resonate Score™, combining personal convictions and statistical precision for faith-based investors like never before.

The Resonate Score™ algorithm uses customizable inputs that are directed by you and your client regarding which faith-based screening criterion to include or exclude from the calculation.

You may identify positive criterion that you want to support with portfolios, as well as negative criterion that you want to exclude or suppress from portfolios. You can also decide the relative severity of those issues, ranking them in order of importance. The Resonate Score™ takes into consideration all instances of those positive and negative criterion, as well as the severity of those criterion, and produces a consistent metric that allows faith-based investors to compare the relative alignment of an entire universe of stocks, mutual funds, and ETFs with their personal convictions quickly and easily.

Start Resonating Today
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Ready to get started?

Experience greater purpose in your practice by helping your clients support what they care about most through their investments.