How much does OpenInvest cost and what features are included?

OpenInvest costs $49/month for a subscription. Key features include personalized investment portfolios based on user values, real-time performance tracking, integration with major financial data providers, a user-friendly asset management dashboard, and compliance/regulatory reporting tools.

Can OpenInvest help financial advisors with ESG investing?

Yes, OpenInvest is ideal for financial advisors focused on ESG (Environmental, Social, and Governance) or impact investing. It enables the creation of personalized investment portfolios based on specific client values, aligning investments with their social and environmental preferences.

OpenInvest

Values-based investment personalization

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Shyft Score

Directory quality rating

Reviewed

48/100

Quiet

Found in 1 source

Our take

The verdict on OpenInvest

AI-generated

OpenInvest offers personalized, values-based asset and wealth management at scale. Its unique approach to personalization and focus on values set it apart in the fintech space.

Strengths

values-based personalization
scalable wealth management
unique approach to asset management

Limitations

may be complex for some users
limited to wealth management
no AI or MCP support

Best for: investors seeking personalized, values-based wealth management solutions

Request a demo to evaluate OpenInvest for your team.

See how OpenInvest fits your stack

Benefits

Why teams choose OpenInvest

Align your investment strategy with your company's values and ESG commitments

Reduce portfolio management overhead with automated tracking and reporting

Make faster investment decisions with real-time performance data and intuitive dashboards

Ensure regulatory compliance without dedicating internal resources to complex reporting requirements

About

What is OpenInvest?

OpenInvest creates personalized investment portfolios based on user values. It tracks performance, integrates with financial data providers, and offers asset management via a dashboard. The tool includes compliance and regulatory reporting.

Key capabilities

Personalized investment portfolios based on user values

Real-time performance tracking and reporting

Integration with major financial data providers

User-friendly dashboard for asset management

Compliance and regulatory reporting tools

At a glance

What you can do with OpenInvest

Creating personalized investment portfolios

Aligning investments with values

Goal-based financial planning

Best for

Wealth management firmsFinancial advisorsImpact investors

Pricing

OpenInvest pricing

OpenInvest starts at $49/mo

Starting at $49/mo

Ecosystem

Connected ecosystem

MCP servers, AI skills, and integrations that work with OpenInvest

Integrations

SalesforcePlaidQuickBooksXeroStripeZapierMorningstarBloombergTD Ameritrade

FAQs

Frequently asked questions

Common questions about OpenInvest and its capabilities

OpenInvest is a B2B tool for values-based investment personalization. It's best suited for wealth management firms, financial advisors, and impact investors looking to create personalized portfolios aligned with client values and track performance effectively.