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

General partners and portfolio companies deserve a clear, simple, customized technology platform for seamless data collection, reporting, and insights. We make ESG easy and practical for private markets. There is increasing pressure from regulators, investors, customers, and employees to track your ESG performance. Taking steps now gives you a head start to build a brighter, more sustainable future. Highlighting your ESG improvement tomorrow requires measuring a baseline for comparison today. Our tools are tailored for private market needs to make getting started easy. Reporting and benchmarking require the discipline and practice of gathering consistent data over time. Our support team makes tracking data simple and manageable for the long term. To optimize your portfolio and make informed decisions, you have to measure your risk. Our analytics tools give you the insights and comparisons you need to manage what you measure.

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

Platforms Supported

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

Audience

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

Audience

Organizations searching for an advanced ESG solution

Support

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

Support

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

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

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

Pricing

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

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

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 Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

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

Company Information

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

Company Information

Novata
United States
www.novata.com

Alternatives

Alternatives

Categories

ESG Supported
ESG Reporting Supported

Categories

ESG Supported
ESG Reporting Supported

ESG Features

Activity Dashboard Not Supported
Analytics/Reporting Not Supported
Audit Management Not Supported
Benchmarking Not Supported
Compliance Management Not Supported
Data Visualization Not Supported
Document Management Not Supported
Performance Metrics Supported
Risk Assessment Not Supported

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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Claim Novata and update features and information