Impact Engine
Clients
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Client Setup
Set up a new client
Upload one or more CSV/Excel/PDF portfolios, paste holdings data, or load a demo portfolio to get started.
Upload CSV / Excel / PDF
Load Demo Portfolio
or paste holdings data
Analyze Pasted Data
Excel Import
Select sheets to import
This workbook has multiple sheets. Select which ones contain holdings data.
Import Selected Sheets
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Portfolio ready for set-up & analysis
Initiate Client Setup
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Setting up client...
1
Analyze Holdings
Classifying each position across the portfolio...
2
Build Client Profile
Scoring portfolio and generating insights...
Traditional Summary
AI Disruption
War / Geopolitical
Interactive
Executive Summary
Methodology