Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Discover cost-effective SEC filing and ESG reporting solutions from a top-tier SEC filing agency. ActiveDisclosure is designed to be faster, more intelligent, and secure, allowing for real-time teamwork and precise XBRL SEC reporting throughout the entire journey from pre-IPO to public offering and further, thus streamlining your financial documentation and agreements. Consolidate your ESG information to enhance your financial reporting process and speed up the preparation of your proxy reports with tailored design options and automated procedures. Effortlessly produce visually appealing branded presentations and PowerPoint slides directly through ActiveDisclosure. With outstanding assistance from DFIN specialists, you can access the essential SEC filing and ESG reporting software without incurring additional fees or hidden charges. We prioritize making innovation seamless and user-friendly. Our certifications will guide you on your journey to mastering the software, enabling you to excel in various aspects of SEC reporting and fully utilize ActiveDisclosure's capabilities for your organization's needs. Additionally, our commitment to continuous improvement ensures that you stay updated with the latest features and industry standards.
Description
Data providers often supply ESG metrics at the individual company level but typically fail to account for the intricacies of investment activities and the immediate effects of market fluctuations. ESGflow offers valuable insights, notifications, and initiates rebalancing processes to guarantee precise reporting, alignment with strategic ESG goals, and adherence to regulatory requirements. Our enterprise solution is designed to effectively monitor and manage the ESG attributes of financial products. By combining market data with third-party ESG research and fund positions, ESGflow allows for the calculation of real-time ESG and sustainability metrics. Users can access detailed tabular views that reveal how underlying investments affect composite ESG metrics across various levels, including portfolio, account, and strategy. Furthermore, it establishes a robust quantitative framework for assessing the ESG and sustainability profiles of products. The system also identifies ESG error and warning event triggers to ensure compliance with relevant policies and marketing requirements. In addition, ESGflow produces sophisticated analytics to evaluate historical ESG performance over different reporting periods, enhancing strategic decision-making. This comprehensive approach allows firms to stay ahead in the evolving landscape of ESG compliance and reporting.
API Access
Has API
No
API Access
Has API
No
Integrations
Microsoft PowerPoint
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Donnelley Financial Solutions
Founded
1983
Country
United States
Website
www.dfinsolutions.com/products/activedisclosure
Vendor Details
Company Name
PiSrc
Country
United States
Website
www.pisrc.com/products/esgflow
Product Features
Product Features
ESG
Activity Dashboard
No
Analytics/Reporting
No
Audit Management
No
Benchmarking
No
Compliance Management
No
Data Visualization
No
Document Management
No
Performance Metrics
No
Risk Assessment
No