Impact Engine
Clients
← Clients
Client Setup
Set up a new client
Upload a CSV or PDF portfolio, paste holdings data, or load a demo portfolio to get started.
Upload CSV / PDF
Load Demo Portfolio
or paste holdings data
Analyze Pasted Data
✓
Portfolio Received
Initiate Client Setup
Back
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