Align allows you to clearly show your clients’ investment goals supported by our values-based investment philosophy, process, and objectives. This tool reinforces our mission to empower investors to align their values with their wealth.
The OneAscent Peak Core Models are now available on the platform.
The Align engagement tool allows you to address your clients’ planning needs while seamlessly delivering OneAscent Investment Solutions.
- Track client proposals
- Engage OneAscent Investment Solutions
- Test assumptions (Monte Carlo/Stress Test)
- Screen current portfolios
- Onboard prospects