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ease
features
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support

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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

Steep is an innovative analytics platform that transforms the collaborative use of data among businesses through its metric-driven approach. It allows for the establishment of a system where visualizations rely on unified definitions, eliminating redundancy in data reporting. Users can systematically document and categorize all metrics, providing a centralized hub for everyone to access and analyze them. The platform simplifies the analysis process, requiring no SQL knowledge or specialized training, empowering teams to independently address their queries. With its multi-layered analytical capabilities, experts can quickly derive insights while combining metrics, drilling down, and utilizing overlay functions for deeper understanding. Reports are reimagined to enhance communication, collaboration, and decision-making, utilizing a flexible document format suitable for the entire organization. Users can seamlessly create diverse content and collaborate effectively, easily integrating various elements like graphs and text blocks through a simple drag-and-drop interface. By uniting all roles in one comprehensive document, Steep facilitates the creation of everything from spontaneous insights to refined management presentations, fostering an environment for sharing and discussing findings to promote informed decision-making. Ultimately, Steep not only streamlines data usage but also cultivates a culture of collective intelligence within organizations.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Cube

Integrations

Cube

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

€12 per month
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

PiSrc

Country

United States

Website

www.pisrc.com/products/esgflow

Vendor Details

Company Name

Steep

Country

Sweden

Website

steep.app/

Product Features

ESG

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

Product Features

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Alternatives

Alternatives

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