Etcho

Etcho is pleased to welcome Schroders funds to our discovery platform. Professional advisers can now assess which Schroders funds may be suitable for their clients in the context of their unique sustainability values. Schroders has many exciting opportunities for sustainable-minded investors, including climate, renewables, food, and water, among others! To find out which opportunities your clients might be suitable for, sign up to the Etcho platform today. #Sustainability #ESG #Suitability #Etcho

We're looking forward to presenting our solution at the Morningstar Sustainable Investing Summit in Amsterdam next month. 📅 Date: 8 November 2024 🕗 Time: 08:00 - 09:30 📍 Venue: Beurs van Berlage, Amsterdam Register here: hhttps://lnkd.in/gSUExBqg

Etcho is now ISO/IEC27001 compliant! This milestone demonstrates our commitment to information security both for our clients using the Etcho platform and our internal management practices. #ISO27001 #Compliance #Security

We are pleased to announce our official partnership with Landytech to help supercharge our growth and reach in the trustee space. Landytech empowers trust companies by revolutionising access to investment data and insights, providing a holistic view of a client's wealth through automated bookkeeping, portfolio monitoring, and streamlined reporting. The partnership will allow advisors and professionals using Landytech to utilise the Etcho platform to its true potential, easily pull in their end clients' portfolios and seamlessly begin their Etcho journey, creating lasting value, deeper client relationships and driving business. #valuesinvesting #consolidation #sustainability #trustee #adviser #privatewealth #SDGs

We're proud to have won not one, not two, but three (!) awards in Wealth Briefing's 'Wealth For Good Awards 2024'. We have won in the categories of 'Innovative Technology' and 'Reporting Solution', which underscores our commitment to providing innovative tech within the wealth management space. This is just the start for us and we look forward to continuing to innovate in this space along with Wealth Management firms. Co-founder Charlie French was also recognised for 'Outstanding contribution to Wealth for Good Initiatives (Under 40s)'. #Awards #ESG #ImpactInvesting #Innovation #Technology #Impact #Wealthforgood #Wealthmanagement

Etcho has now partnered with Fidelity International - UK Professional Clients to showcase selected funds on our platform. It's a pleasure to welcome a selection of Fidelity International funds onto the Etcho platform.  Users can now explore the sustainability strategy of Fidelity funds and how these funds may align to unique client values. The Etcho tool exists to bridge the gap between private wealth advisors and their clients with values aligned portfolios. Watch this space. #sustainability #funds #privatewealth #nextgen #finance #ESG #privateclient

In the latest magazine from Philanthropy Impact, our Co-Founder Charlie French writes about 'The power of the advisor: Making sense of values-based discussions'. Take a look at page 10 of the magazine to read more. #PhilanthropyImpact #Values #Advisor #Impact https://lnkd.in/eSuS39qV

Thanks to STEP Jersey Branch for a fantastic evening on Friday! It was great to share the table with like-minded professionals from Accuro, Cavendish Fiduciary (Jersey) Limited and STEP Guernsey.

We're looking forward to the STEP Jersey Branch summer ball tomorrow! Come find our team and say Hello if you're also attending!

We're proud to have received two awards from Wealth & Finance International! We have won awards for 'Best Sustainable Investing Digital Tech Platform 2024 – UK' and 'Wealth & Finance FinTech Innovators of the Year 2024 – UK'. These accolades underscore our commitment to innovation and sustainability, empowering us to deliver exceptional solutions for our clients within the wealth management industry. https://lnkd.in/dvUA6VTT