¹ Aite-Novarica Group’s 2022 Digital Wealth Management Impact Awards
Source: Aite-Novarica Group (Awarded September 2022) Data compiled by Aite-Novarica Group based on time period from 01/01/2021 – 03/31/2022. For criteria & methodology, go to (https://aite-novarica.com/evaluation-methodology)

PWM Wealth Tech’s award for Best Private Bank, ESG Technology, North America
Source: Professional Wealth Management (Awarded June 2021) Data compiled by Professional Wealth Management based on time period from 01/01/2020 – 03/31/2021. For criteria & methodology, go to (https://pwmwealthtechawards.com/#group-section-METHODOLOGY-BMMUrDzO9M)

Money Management Institute and Barron’s Industry Award for Sustainable Investing
Source: Money Management Institute and Barron’s (Awarded October 2019) Data compiled by Money Management Institute based on time period from 10/01/2018 – 08/31/2019. For criteria & methodology, go to (https://www.mminst.org/press-releases/money-management-institute-announces-winners-2022-mmibarron%E2%80%99s-industry-awards)

The Morgan Stanley Impact Quotient® report is an assessment of an investor’s portfolio (or subset thereof) utilizing various environmental, social and governance (“ESG”) factors. The metrics included in the report are based on key topic areas for sustainable and impact investing. Assessment of the investor’s portfolio alignment with ESG factors, established by Morgan Stanley, is evaluated based on available data and expertise from MSCI ESG Research, ISS-ESG, Fossil Free Indexes and Equileap.

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US Pat. No. 11,188,983

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