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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Elevate your EPM reporting from being mundane to providing engaging insights for C-level executives. Is your current EPM reporting tailored specifically for the finance sector? EPM systems primarily focus on data input and processing rather than effective reporting. Many EPM solutions were originally developed to collect and consolidate data, not to generate comprehensive reports. The built-in reporting features are often too restrictive and lack the flexibility required to adapt to rapidly evolving business demands. Consequently, finance teams struggle to access the crucial data they need to perform their roles efficiently. Standard reporting tools often fall short as they are not specifically designed for finance. Meanwhile, relying on BI tools does not resolve the issue; these tools were not intended to handle multi-dimensional EPM data, which can leave you relying on specialized technical skills. This reliance can create bottlenecks and lead to frustrating delays, trapping you in a loop of static reporting. Many EPM users find themselves resorting to exporting data into spreadsheets to meet their reporting demands—a method that is slow and susceptible to errors, ultimately resulting in inconsistent reports. This approach prevents decision-makers from utilizing dynamic, actionable data, forcing them to rely on basic, outdated information. Moreover, the quest for more responsive and insightful data solutions has never been more critical in today's fast-paced business environment.

Description

Enhance the efficiency, transparency, and integration of ESG and impact investing efforts with a dedicated ESG engagement tracker designed specifically for asset managers. Simplify the narrative-building process and showcase stewardship with minimal steps through a tailored solution that serves sustainable investing, investor relations, and compliance divisions. Eliminate the pitfalls of data silos and the drawbacks of using spreadsheets for tracking by centralizing both proprietary and third-party information to achieve quicker results. Relieve sustainable investing, investor relations, and compliance teams from the burden of complex reporting requirements. Streamline practices and approval processes to facilitate easy and efficient disclosures and reporting. This solution is ready for immediate implementation and can be customized to align with your specific workflows. As you scale your operations, leverage the only tracker built for asset managers to monitor individual engagement narratives and oversee the complete engagement lifecycle—covering everything from objectives to meetings and proxies, culminating in outcomes—all within a single platform. Generate reports based on portfolios, indicators, timeframes, and any pertinent data points that are crucial to your engagement assessments, ensuring compliance with regulatory mandates while demonstrating your commitment to responsible investing. Additionally, this tool fosters collaboration among teams, enhancing communication and efficiency.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Affinity
Box
Evernote
LSEG Due Diligence Centre
MSCI Real Estate Enterprise Analytics
Microsoft Excel
Microsoft OneDrive
Microsoft OneNote
Microsoft Outlook
Microsoft PowerPoint
Microsoft SharePoint
Microsoft Teams
Microsoft Word
OneStream
Salesforce
Slack

Integrations

Affinity
Box
Evernote
LSEG Due Diligence Centre
MSCI Real Estate Enterprise Analytics
Microsoft Excel
Microsoft OneDrive
Microsoft OneNote
Microsoft Outlook
Microsoft PowerPoint
Microsoft SharePoint
Microsoft Teams
Microsoft Word
OneStream
Salesforce
Slack

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

insightsoftware

Founded

1993

Country

United States

Website

www.insightsoftware.com

Vendor Details

Company Name

Verity

Country

United States

Website

verityplatform.com/platform/verityesg/

Product Features

Dashboard

Annotations
Data Source Integrations
Functions / Calculations
Interactive
KPIs
OLAP
Private Dashboards
Public Dashboards
Scorecards
Themes
Visual Analytics
Widgets

Product Features

ESG

Activity Dashboard
Analytics/Reporting
Audit Management
Benchmarking
Compliance Management
Data Visualization
Document Management
Performance Metrics
Risk Assessment

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