“My client asked what their money is funding. I didn't have a good answer.”
Now you can. We built a system that reads what companies can't edit — court filings, regulatory actions, investigative journalism — and turns it into 11 separate scores per company. With citations your client can check themselves.
ESG labels won't survive a follow-up question.
A client asks: “Is my sustainable fund actually sustainable?” You point to the ESG label. Then they check the holdings. Here's what they'll find.
This is what the independent record shows. Here's how you use it.
Tuesday morning. A client meeting.
Your client brings in a printout of their pension holdings. They've seen something in the news about one of the companies. They want to know if their money is clean.
You open their portfolio audit on Mashinii. In 30 seconds, every holding is scored across 11 dimensions. You show them:
“Apple scores +9.5 overall. But on worker rights, it's -30 — that's the Foxconn supply chain issues. Here's the specific court filing.”
“Microsoft scores +5.5 overall. But on weapons, it's -60. Here's the defence contract documentation.”
“Here are the seven companies in your portfolio that align with what you care about. Here are the three that don't. And here's exactly why, with sources you can read yourself.”
Your client doesn't need to trust a rating. They can read the evidence. And you're the advisor who showed it to them.
The conversations that win — or lose — clients
Before and after independent data.
“Is my pension funding things I disagree with?”
Without independent data
“I'd need to check, but most diversified funds hold a broad range of companies...”
With Mashinii
“I've audited your holdings. Three companies are flagged — here's the evidence for each. And here are your options for addressing them.”
“Are ESG funds actually ethical?”
Without independent data
“The fund has strong ESG credentials and a good track record...”
With Mashinii
“Let me show you what's actually inside this fund. 65% of the holdings in popular ESG ETFs score negatively against court filings. Here's how yours compares.”
“Can you show me proof, not just a rating?”
Without independent data
“The fund provider has a rigorous screening process that considers multiple factors...”
With Mashinii
“Every score links to the original source — the court filing, the regulatory action, the investigation. You can read it yourself. Here, let me show you.”
From client question to cited answer in 30 seconds
01
Upload any portfolio
CSV, Excel, PDF, or even a brokerage screenshot. Our system extracts every holding automatically. Handles Hargreaves Lansdown, AJ Bell, St. James's Place, Interactive Brokers, and most major platforms.
02
See the full picture
Every holding scored across 11 ethical dimensions. Which companies are flagged. Which align. With the specific court filings, regulatory actions, and investigative reports behind each score.
03
Share with your client
Export a branded PDF report, share a live link, or download a CSV. Every claim cited. Every source verifiable. Data your client can check themselves.
The maths is simple
The average UK financial advisor manages £30M in client assets. Losing one client with £500K AUM costs roughly £5,000/year in management fees — every year.
A Professional plan costs £49/month. If this tool helps you keep one client — or win one new one — it pays for itself for years.
And the first audit is free.
Plans built for advisory practices
Free
£0
Search any company — all 11 dimensions, full citations
1 sample portfolio audit (20 holdings)
No account required
Professional
£49/mo
Unlimited portfolio audits (100 holdings each)
Full company-level breakdowns
CSV export for your CRM
Licensed for client presentations
Less than one hour of your billing rate.
See full pricing →Business
£199/mo
Everything in Professional
Branded PDF client reports
API access (2,000 requests/day)
Bulk CSV upload for multiple portfolios
Onboarding call + priority support
One retained client pays for years of this.
See full pricing →Where the scores come from
Court filings
SEC, federal, state — public record with docket numbers
Investigative journalism
Financial Times, Reuters, WSJ — verified reporting only
NGO reports
Amnesty, HRW, Greenpeace — cited with page numbers
Regulatory actions
EPA, FTC, ICO — official enforcement records
Your next client conversation is coming. Be ready.
Run a free portfolio audit with real client holdings. See what the independent data shows. No account required.