Sample Resonate Report

Easy to understand reporting with key takeaways including Resonate Score™, best and worst aligned holdings, violation details, and suggested action items to improve alignment over time. Check out these sample reports showing the same portfolio of investments screened through two different investor directed screening profiles. Resonate let’s you focus the conversation on the values and issues that are most important.

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