Ensogo Frequently Asked Questions

Can I sign up for ENSOGO Analytics on line?

Yes.   ENSOGO Analytics has an easy, on-line capability for subscribing.   The e-commerce site allows you to subscribe securely using your credit card through the Swipe payment gateway, and will conveniently and automatically renew your subscription so that you don’t lose access.  The system uses your email as your username and allows you to set your own password.  Once your credit card has been charged, you will have immediate access to the ENSOGO product.

What kind of subscriptions are offered?

ENSOGO Analytics offers mutual fund and ETF modules providing analysis based on US equities within the funds in two ways:

  • For financial advisors and planners working directly with mutual fund and ETF investor clients, an annual single seat subscription for the mutual fund or ETF module is $600/year.* A subscription with both modules is $900/year.*
  • For fund management companies interested in a back-office subscription, please contact us to discuss your needs.

     *For firms with multiple users, contact ENSOGO to arrange a lower per seat rate.

What are the billing terms? 

All subscription terms are annual.

Do I have to download any software to run a report?

No. ENSOGO Analytics runs in your web browser and generates reports as PDFs. There is no special software needed to run ENSOGO Analytics or generate its reports. ENSOGO’s tool and reports are compatible with PCs, Macs, Android, and Apple iOS operating systems and common web browsers.

How many funds are covered by ENSOGO Analytics?

US equity mutual funds and ETFs are available to be rated by ENSOGO Analytics. There are more than 2,500 mutual funds (8,000+ fund tickers) and more than 500 ETFs in the database.  ENSOGO analyzes the long-only portion of the portfolios.

How often are ENSOGO Analytics data updated?

ENSOGO Analytics updates its reports and ratings monthly. Mutual fund and ETF holdings data come from Value Line on a monthly basis.

ENSOGO Analytics uses ESG data from IW Financial, which also provides updates on a monthly basis.

How does ENSOGO Analytics get ESG data?

IW Financial, a recognized leader in providing environmental, social, and governance research,  supplies the raw data ENSOGO uses to calculate its proprietary ENSOGO Scores and measures of company Exposure to industry involvement issues.