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

With our Investment API, you can build investment experiences your users will love. Let your users invest with as little as 1 EUR by embedding fractional investments into your product. They can place fractional orders in real time, while we handle the complexities in the background. Upvest provides a proprietary trading license and handles the regulatory complexity for you. Fractions offer the flexibility to help you build inclusive, user-friendly applications for all types of investors. Combine stocks and ETFs in one portfolio - and soon you’ll be able to add crypto assets. You can set up and manage custom rebalancing triggers for tailor-made portfolio compositions, and keep your users engaged through recurring savings and withdrawal plans.

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

Companies interested in a platform that can create innovative investment experiences for their users

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

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

Upvest
Founded: 2017
United States
upvest.co

Alternatives

Alternatives

Aconomy

Aconomy

Pandora Finance

Categories

Categories

Integrations

No info available.

Integrations

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