ESGflow

ESGflow

PiSrc
+
+

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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.

About

EcoActive is an AI-native disclosure management solution designed to unify financial and ESG reporting within a single, controlled environment. It enables organizations to streamline complex reporting processes, reduce manual effort, and improve accuracy across regulatory disclosures. By combining automation, structured data, and regulatory intelligence, EcoActive supports end-to-end workflows—from data collection and validation to final reporting. The platform provides a single source of truth across financial and sustainability data, ensuring consistency between numbers, narratives, and disclosures. With capabilities such as automated tagging, taxonomy alignment, and audit-ready data lineage, EcoActive simplifies compliance with global frameworks including CSRD, ESRS, IFRS, and XBRL-based mandates. EcoActive eliminates fragmented systems by connecting financial and ESG data into one unified workflow.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

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

Audience

Reporting teams, CFO, Sustainability teams

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

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

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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

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

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

Company Information

EcoActive
United States
ecoactivetech.com

Alternatives

Alternatives

ActiveDisclosure

ActiveDisclosure

Donnelley Financial Solutions
Certent DisclosureNet

Certent DisclosureNet

insightsoftware

Categories

ESG

Categories

Integrations

No info available.

Integrations

No info available.
Claim ESGflow and update features and information
Claim ESGflow and update features and information
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