or $30T of financial assets will be owned by millennials by 2030
of millennials want to be part of the story with their investments
of high-net-worth millennials want to invest according to their values
How Thematic helps?
It's as easy as 1-2-3
easily with narrative-driven investment
It starts with research-backed categories of stocks and ETFs grouped by a
rule with a narrative behind it.
Narrative helps your clients understand and relate to investments, making onboarding much easier than with traditional approach.
Then, create personalized portfolios
with the help of our
We use proprietary algorithm to help you, the advisor, create personalized
portfolios for each client based on interests, preferences and values.
Finally, serve your clients with
portfolios they love
Research has shown that 75% of millennials would pay more for a personalized experience. With Thematic, you can deliver highly personalized portfolios to your clients, portfolios they understand and care about.
Quick, effortless integration
We do all the technology heavy lifting. You focus on your clients.
Value-based filters included
Thematic supports ESG, ethical and halal filters out of the box.
Your clients can easily check their holdings on the go.
Others are already taking action
John Hancock™ launched their own in-house millennial-friendly way to invest in March 2019, which experienced a weekly growth rate of 19% in first 5 months.
Ready to launch your own millennial-friendly product?
Expand your product offering with Thematic. Onboard and serve the next generation of investors, the millennials.