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

Reporting 21 accelerates your path to sustainability through its leading SaaS solutions and expert advisory services. Custom environmental, social, and governance KPIs. Flexibility means you get to determine how to work with us. We can support you whether you’re looking for off-the-shelf software or a bespoke build based on your own criteria. Quickly connect read/write API to sync your data. Or, depending on your preference, receive a daily output to manually upload. Some of our clients are at the beginning of their ESG journey, and others have well-established metrics in place. Because our platform is flexible, we create a custom experience based on your needs with a mix of SaaS and expert advisory. A fully SaaS product accessible by all stakeholders, no more passing spreadsheets around. Each customer has its own platform hosted in its own environment, fully secure. Frameworks are fully customizable for clients who use their own metrics.

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 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

Audience

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

Audience

Market leading private equity firms seeking a solution to monitor and report on extra-financial performance

Support

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

Support

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

API

Offers API Not Supported

API

Offers API 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

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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 Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

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

Company Information

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

Company Information

Reporting 21
United States
www.reporting21.com

Alternatives

Alternatives

Intelex

Intelex

Intelex Technologies

Categories

ESG Supported
ESG Reporting Supported

Categories

Environmental Supported
ESG Supported
ESG Reporting Supported
Sustainability Supported

ESG Features

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

Environmental Features

Air Management Not Supported
Auditing Not Supported
Compliance Management Not Supported
Document Management Not Supported
Emissions Inventory Not Supported
Hazardous Materials Control Not Supported
Sustainability Management Supported
Training Management Not Supported
Waste Management Not Supported
Water Management Not Supported

Sustainability Features

Audit Management Not Supported
Benchmarking Supported
Compliance Management Not Supported
Corrective Actions (CAPA) Not Supported
Emissions Management Not Supported
Employee Training Not Supported
Energy Management Not Supported
Incident Management Not Supported
KPIs Supported
Performance Metrics Supported
Stakeholder Engagement Not Supported
Supplier Management Not Supported
Waste Management Not Supported

Integrations

Microsoft Excel Not Supported
Microsoft Word Not Supported

Integrations

Microsoft Excel Supported
Microsoft Word Supported
Claim ESGflow and update features and information
Claim ESGflow and update features and information
Claim Reporting 21 and update features and information
Claim Reporting 21 and update features and information