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OpenInvest

Displaying 2 results

Topic
  • News
  • June 29, 2021

J.P. Morgan acquisition of OpenInvest gives wealth managers another ESG tool

The bank is expected to pair OpenInvest with 55ip to enhance its private banking technology platform.

Topic
  • News
  • September 16, 2020

OpenInvest launches ESG reporting software

Advisers will have an easier time exposing clients to companies that meet customizable environmental, social and governance guidelines