For financial advisors
Values-aligned investing, for your clients
Screen any client's portfolio against Catholic moral teaching, free. Receive the reports your clients send you. And with a selling agreement with Magnificat Asset Management, appear on Find a Magnificat advisor.
ScreenMyMoney for advisors
The same screen your clients use, for every portfolio you manage.
Every holding, looked through
Stocks, ETFs and mutual funds are broken down to the companies they own, then checked against Catholic moral teaching and the U.S. bishops' investment guidelines.
Reports from your clients
Clients who screen their portfolio can send you their report, with their score, largest concerns and holdings, so the conversation starts from what they care about.
Advisor accounts, coming soon
Saved client portfolios with alerts, Magnificat's portfolios alongside for comparison, and a co-branded page of your own.
Find a Magnificat advisor
Appear on our map
People who screen their money with ScreenMyMoney can find an advisor who shares their values. Advisors with a selling agreement with Magnificat Asset Management are listed, with their photo, contact details and a link to book a call, and clients can send them their report from the site.
How selling agreements work, and how to use Magnificat's portfolios on your platform, is on Magnificat's website.
Talk with us
Tell us a little about your practice and we'll be in touch.
Thank you
We've received your details and will be in touch soon. In the meantime, you can screen a client's portfolio or see the advisor map.