Why IMPACT Full Stack?
IMPACTx
Growth · Engagement · Retention
Disruptive Growth Opportunity
Why IMPACT Full Stack?
IMPACTx
Growth · Engagement · Retention
Responsible Investing
85% of individual investors are interested in sustainable investing; 95% of Millennial investors
$12 trillion; 3x since 2012
Fee & Expense Compression
Investors seek lower cost investment products to eliminate unnecessary fee & expense layers: the middlemen.
Index funds poised to overtake active by 2021
High-Performance Wealth Management
Tax Smart
Taxes can be the #1 drag on building wealth. Investors are increasingly aware of the hidden costs/tax-erosion from traditional offerings. Tax alpha-seeking strategies can add 1-2%+ annually.
tax calc/optimizer
Technology & Distribution
Most investors prefer hybrid high-tech + high-touch solutions: an app experience + professional human guidance.
StreetWise
$30 Trillion Wealth Transfer
Women & younger investors are particularly underserved by legacy advisors today.
Largest intergenerational wealth transfer in history
1 in 6 Millennials now have $100K+ in savings, 2x since 2015
Unconflicted; Transparent
"Hey Siri, what are some hidden costs of investing"
It's never been easier for clients to understand the industry's incentive conflicts. And the SEC may accelerate transparency.
Least-trusted industry: Financial Services
¼ of U.S. managed investments
$12 trillion today
3x since 2012
85% of individual investors are interested in sustainable investing.
Only 14% of advisors have spoken with clients about it.
We believe in the power of business: our greatest force for creating a better tomorrow.
Responsible Investing, Redefined℠
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