# Ethic Reviews
**Vendor:** Ethic  
**Category:** [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management)
## About Ethic
Ethic provides a personalized investing platform for advisors and institutions, offering values-aligned and tax-smart portfolios through separately managed accounts, unified managed accounts, and model portfolios. Its cloud-based system simplifies proposal creation, client engagement, and impact reporting. Using proprietary sustainability research and active tax management, Ethic helps improve after-tax outcomes while aligning portfolios with client values. The firm manages over $6 billion in assets and supports more than 250 advisory and institutional partners.






- [View Ethic pricing details and edition comparison](https://www.g2.com/products/ethic-ethic/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-15+05%3A25%3A33+-0500&secure%5Bsession_id%5D=beecc748-96b1-446b-8970-4830c9a15fdc&secure%5Btoken%5D=0d54fb136ee75b08ff3b8b03ed5b35378550fdc1600c7ac394f33bc02ebef58b&format=llm_user)

## Ethic Features
**Functionality**
- Customizable Reporting
- Market Analytics
- Client Portal
- Investment Accounting
- Real time 
- Compliance
- Customizable Reporting

**Integration**
- Data aggregation
- Accounting Integration
- Risk Management

**Agentic AI - Investment Portfolio Management**
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance

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