For the Second Year in a Row, We Stand Out!
The latest 2025 T3/Inside Information Software Survey of Advisors has been released, and it brings exciting news for First Affirmative’s Values-Aligned Direct Index Solution (VADIS) built in partnership with YourStake. We have made remarkable strides in several categories, showcasing the impact of our hard work and dedication to serving advisors and their clients. This accomplishment reflects recognition from Advisors and the considerable advancements in the VADIS Workflow and portfolio construction technology.
View the Full Announcement Here.
