Greenvestment Resource Center

Stay on the cutting edge of sustainable investing. Separate from our advisory relationships, we offer a subscriptions to a suite of tools and services designed to help advisors serve the needs of clients interested in SRI/ESG investment strategies.

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The Greenvestment Resource Center is the definitive portal to all the opportunities that green and socially conscious investing has to offer. As a subscriber, you will have 24/7 access a full suite of high value, institutional quality green investment tools can be yours for a fraction of the price. If you purchased all of the tools individually, it could cost thousands more.

The Greenvestment Resource Center is your gateway to the world of green investing. For more information or to subscribe, call 1-877-542-8583 or go to

Subscription Includes:

Online Tools for Research and Analysis including the fi360 Platinum tools for mutual fund research, portfolio optimization, fiduciary training, and more.

Research and Educational Tools including IW Social Advisor for evaluating portfolio holdings based on personal client values. Due Diligence Reports on most socially responsible mutual funds and separate account managers.

Financial Planning Software Discounts:

  • Money Guide Pro. Discounted license to Money Guide Pro, internet-based, client-focused software for quick, easy and in-depth financial planning, retirement planning, goal planning, and insurance needs analysis. Visit to learn more.
  • goalGami Pro.  This tool is a perfect fit for advisors that are looking for a quick assessment tool with concise output to augment quarterly/semi-annual/annual investment reviews - goalgamiPro plans can be created in less than 10 minutes.
  • Wealthtrace Retirement Plans.  Web-based financial planning software that is easy to use, has an intuitive interface and is helping to slash the amount of time spent entering retirement plans.

Value Your Practice. The Greenvestment Resource Center has a discounted fee arrangement with FP Transitions to provide essential information about what your business is worth, and how you can increase its value.

Publications. Subscriptions to important publications like GreenMoney Journal, The Nation, Financial Planning Magazine and the Bob Veres' acclaimed industry newsletter, Inside Information.

Discounted Membership in the Social Investment Forum. Be part of the leading national nonprofit association for professionals, firms and organizations dedicated to advancing the growth and understanding of sustainable, responsible, impact investing  (SRI).

The SRI Conference. Complimentary registration to the premier conference for responsible investors and investment professionals in North America.

Investing for Impact. Complimentary registration to an Investing for Impact event in a city near you. These high value, information-rich, one-day events offer cutting edge, real time information you can use to grow your business.

Professional Community. Plug into the rapidly growing community of green investment professionals to network, connect, and build your resource and knowledge base.

And more!