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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.

Description

Connect Your Organization to a Single Source of ESG Data. Novisto allows you to gain contextualized, deep insight into the ESG performance and supply chain of your company and deliver targeted messaging to external and internal stakeholders through the channel that is most important to them. Novisto's auditing and control capabilities will give you the transparency and trust necessary to manage your company's ESG narrative. Novisto offers automation capabilities that simplify every step of your ESG reporting. Advanced workflow capabilities will give you the tools to efficiently collect and manage your ESG performance according to prescriptive formats required for global reporting frameworks. Reduce Enterprise ESG risk by identifying and managing material ESG risks.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Enablon No 
Workday Adaptive Planning No 

Integrations

Enablon Yes 
Workday Adaptive Planning Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

Annual license fee which gives access to an unlimited number of users and unlimited number of reports and usage. Contact us for more details.
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 Yes 
Mac Yes 
Linux Yes 
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 Yes 
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

PiSrc

Country

United States

Website

www.pisrc.com/products/esgflow

Vendor Details

Company Name

Novisto

Founded

2019

Country

Canada

Website

novisto.com

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 

Product Features

ERP

Accounting Integration No 
Accounting Management No 
CRM No 
Dashboard Yes 
Distribution Management No 
Enterprise Asset Management No 
Financial Management No 
HR Management No 
Inventory Management No 
Order Management No 
Project Management No 
Purchase Order Management No 
Purchasing No 
Reporting/Analytics Yes 
Sales Management No 
Supply Chain Management No 
Warehouse Management No 

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 

Reporting

Customizable Dashboard Yes 
Data Source Connectors No 
Drag & Drop Yes 
Drill Down Yes 
Email Reports No 
Financial Reports No 
Forecasting No 
Marketing Reports No 
OLAP No 
Report Export No 
Sales Reports No 
Scheduled / Automated Reports Yes 

Sustainability

Audit Management Yes 
Benchmarking Yes 
Compliance Management Yes 
Corrective Actions (CAPA) No 
Emissions Management Yes 
Employee Training Yes 
Energy Management No 
Incident Management No 
KPIs Yes 
Performance Metrics Yes 
Stakeholder Engagement Yes 
Supplier Management Yes 
Waste Management No 

Alternatives

Alternatives