with First-of-a-Kind Socially-Responsible Portfolio-Generation Software
Get started by selecting the causes that are important to you. Our software platorm and partners will take care of the rest.
Select the causes that are important to you.
Our software instantaneously creates a balanced, tax-optimized investment portfolio with companies that reflect your worldview.
An expert financial manager will contact you to further refine your portfolio, based on your financial goals.
Impact Labs is a pioneer in the development of technology to enable high-performance wealth management.
Our software and APIs are built with a specific focus on tax optimization and the unique ability to integrate a wide range of social impact options into a single investment portfolio, optimized for diversification while seeking superior after-tax returns.
One's core values can be inputs for the automated index & portfolio construction engines that seek best-of-breed companies while building a responsibly-diversified portfolio.
"Tax alpha" seeking, including gain and loss harvesting tailored to individual tax profile.
link: our 2017 marginal tax calculator
Customized risk-return profiles are now available, such as price to book (valuation), return on equity (quality), etc., or for seeking 'minimum-volatility'.
CEO, CTO, Product Strategist & Corporate Strategist each have 20+ years of experience.
link: team page
Our Mission is to make Modern Investing available to everyone.
Modern Investing: Tax Smart + Socially-Selective℠
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