Wealth management companies and SharedImpact

We provide bespoke solutions enabling you to grow your revenue base by leveraging our capabilities as well as increase your client and employee retention by offering impact and philanthropy solutions. Our global platform gives you access to deliverable impact and philanthropy solutions, enhancing the services provided to existing customers/employees, with no additional operational and compliance risk to you, all within a charity regulated environment.

 

Unrivaled Social Enterprise Portfolio

Your clients will have access to over 80 social enterprises in over 100 countries, with the assurance that all social enterprises have completed and passed the SharedImpact due diligence process.

 

Maintain AUM

Accelerate your revenue and Assets Under Management growth by delivering impact and philanthropy solutions and services and so enhance your services to clients.

We encourage all our donors to promptly advise us as to how our charitable funds should be deployed on the platform, but we understand that may not always be practical. SharedImpact can work with you to maintain your overall AUM portfolio while your client decides on how to advise us.

 

Impact and Philanthropy expertise backed by market insight

Your clients and your employees will have access to a dedicated SharedImpact team to assist in delivering to their needs. SharedImpact provides regular market insights into the social investment market.

 

Compliance and Operations

Your company takes none of the compliance and operational strain. SharedImpact manages both with smart technological solutions including electronic client identification, automated real-time transactions and detailed reporting.

 

Advanced Online Trading Technology

Your clients will experience a fully functional fundraising and wealth management platform, including access to third party fundraising platforms.

 

White Label Platform

We offer your company the option to create a white label branded arrangement with SharedImpact, with complete access to our global DAF platform, transparency over client revenues and control over pricing.