Sanctify has a desktop tool to work with clients on faith-based investing. Easy to use and built with the advisor in mind.
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You can screen stocks or screen the underlying holdings of mutual funds and ETFs.
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You have access to the FFV Scorecard or create a custom screen from our universe.
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Show the client on the desktop, download a PDF, or email the client out of the system. You can also add custom firm disclosure.
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Once you sign up for the service, the first 30 days is on us. Cancel anytime.
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You can choose to pay monthly at $162.50 per month or $1,500 annually.