Wealth management companies and SharedImpactWe 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 PortfolioYour 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 AUMAccelerate your revenue and Assets Under Management growth by delivering impact and philanthropy solutions and services and so enhance your services to clients.
Impact and Philanthropy expertise backed by market insightYour 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 OperationsYour 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 TechnologyYour clients will experience a fully functional fundraising and wealth management platform, including access to third party fundraising platforms.
White Label PlatformWe 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. |
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