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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.
Description
Winlaw is specifically designed to address the practical accounting challenges faced by legal professionals. Ideal for law firms with a user base ranging from one to five, this reliable legal accounting solution is perfect for sole practitioners as well as those overseeing expanding teams. With Winlaw, you can enjoy the convenience of cloud-based access, ensuring compliance and benefiting from local support. Key features include support for Trust, Business, and Investment Ledgers, automated reporting such as Trust Reports, Age Analysis, and Variance Reporting, along with secure encrypted emailing capabilities for invoices and statements. Additionally, it offers EFT exports and bank imports with automatic matching, all while adhering fully to the Legal Practice Act. By choosing Winlaw, legal professionals can streamline their accounting processes efficiently and with confidence.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Microsoft Outlook
Affinity
Box
Debtcol Pro
Evernote
LSEG Due Diligence Centre
MSCI Real Estate Enterprise Analytics
Microsoft Excel
Microsoft OneDrive
Microsoft OneNote
Integrations
Microsoft Outlook
Affinity
Box
Debtcol Pro
Evernote
LSEG Due Diligence Centre
MSCI Real Estate Enterprise Analytics
Microsoft Excel
Microsoft OneDrive
Microsoft OneNote
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
RZAR1000/per user/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
Verity
Country
United States
Website
verityplatform.com/platform/verityesg/
Vendor Details
Company Name
Legal Interact
Founded
1982
Country
South Africa
Website
legalinteract.com
Product Features
ESG
Activity Dashboard
Analytics/Reporting
Audit Management
Benchmarking
Compliance Management
Data Visualization
Document Management
Performance Metrics
Risk Assessment
