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ease
features
design
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

Your clients have accumulated investments across a diverse array of financial institutions, necessitating your ability to navigate and interpret this complexity in order to offer well-informed and insightful advice. It is essential to support performance reporting, composites, and analytics from a unified platform, ensuring streamlined portfolio reporting that encompasses performance metrics, composite data, and analytics. By integrating seamlessly with existing systems, you can minimize both complexity and costs associated with multiple platforms. Our open architecture enables you to choose and integrate the specific tools that are essential for your business's success. Additionally, our Open API (Application Programming Interface) provides secure access to the intelliflo portfolio for financial advisory firms and various third-party providers, facilitating the easy incorporation of numerous service-enhancing applications. Alongside comprehensive portfolio reporting, our solution also includes tax-aware rebalancing capabilities, as well as multi-custodian trading options for Separately Managed Accounts (SMAs) and Unified Managed Accounts (UMAs), ultimately enhancing your service offerings and client satisfaction. This holistic approach not only streamlines your workflow but also empowers you to deliver exceptional value to your clients.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Fundment

Integrations

Fundment

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

PiSrc

Country

United States

Website

www.pisrc.com/products/esgflow

Vendor Details

Company Name

intelliflo

Founded

2007

Country

United States

Website

www.portfoliopathway.com

Product Features

ESG

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

Product Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Alternatives

Alternatives