ActiveDisclosure

ActiveDisclosure

Donnelley Financial Solutions
ESGflow

ESGflow

PiSrc
ActiveDisclosure ESGflow

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ActiveDisclosure:

About

Affordable SEC filing and ESG reporting software from the leading SEC filing agent. Faster, smarter, and more secure, ActiveDisclosure enables real-time collaboration and accurate XBRL SEC reporting from pre-IPO to going public & beyond to facilitate your financial reporting and deal documents. Centralize your ESG data & simplify your financial reporting. Accelerate your proxy report with design-on-demand & automated workflows.
Easily create eye-catching branded presentations and PowerPoint decks directly in ActiveDisclosure. With unparalleled support from DFIN experts, get the affordable SEC filing and ESG reporting software you need without extra add-ons and hidden costs. We make innovating easy and intuitive. Our certifications will put you on a pathway to learning more about the software so you can become an expert in multiple facets of SEC reporting and the ActiveDisclosure software itself.
ESGflow:

About

While data providers grant ESG metrics at a company level, they do little to integrate with the complexity of underlying investment activity and the real-time impact of market volatility. ESGflow provides insights, sends alerts, and kicks off rebalancing workflows to ensure accurate reporting, strategic ESG alignment, and regulatory compliance. ESGflow is our enterprise product offering to monitor and manage the ESG qualities of financial products. Merge market data and third-party ESG research with fund positions to compute real-time ESG and sustainability metrics. Drill-down tabular views to surface the influence of underlying investments on composite ESG metrics at the portfolio, account, and strategy levels. Establish a quantitative methodology for product ESG and sustainability profiles. Define ESG error and warning event triggers to comply with policies and marketing disclosures. Generate advanced analytics for historical ESG activity across reporting periods.
ActiveDisclosure:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
ESGflow:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
ActiveDisclosure:

Audience

Teams and enterprises seeking a solution to manage and optimize their financial reporting operations
ESGflow:

Audience

Companies interested in a tool to ensure accurate reporting, strategic ESG alignment, and regulatory compliance
ActiveDisclosure:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
ESGflow:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
ActiveDisclosure:

API

Offers API Not Supported
ESGflow:

API

Offers API Not Supported
ActiveDisclosure:

Screenshots and Videos

ESGflow:

Screenshots and Videos

ActiveDisclosure:

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported
ESGflow:

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported
ActiveDisclosure:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
ESGflow:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
ActiveDisclosure:

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported
ESGflow:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported
ActiveDisclosure:

Company Information

Donnelley Financial Solutions
Founded: 1983
United States
www.dfinsolutions.com/products/activedisclosure
ESGflow:

Company Information

PiSrc
United States
www.pisrc.com/products/esgflow
ActiveDisclosure:

Alternatives

Certent DisclosureNet

Certent DisclosureNet

insightsoftware
ESGflow:

Alternatives

ActiveDisclosure:
ESGflow:
ActiveDisclosure:
ESGflow:
ActiveDisclosure:
ESGflow:
ActiveDisclosure:
ESGflow:
ActiveDisclosure:

Categories

ESGflow:

Categories

ESG Supported
ESG Reporting Supported
ActiveDisclosure:

Integrations

Microsoft PowerPoint Supported
ESGflow:

Integrations

Microsoft PowerPoint Not Supported
ActiveDisclosure:
Claim ActiveDisclosure and update features and information
Claim ActiveDisclosure and update features and information
ESGflow:
Claim ESGflow and update features and information
Claim ESGflow and update features and information