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Modernise your engagement management process

See how your company engagement activities can be instantly organised for effective management and reporting. No more messy spreadsheets.

Instant ESG integration hub

Build up a 360⁰ view of portfolios through centralised visibility of investment notes, ESG engagements, proxy voting and research. Integrate existing data vendors.

Hassle-free ESG reporting & analytics

Generate reports that are optimised for the Stewardship Code and key ESG regulations. Use our ready-made templates or create custom reports.

Work smarter across your firm

Manage your stewardship and investment workflows with real-time dashboards, task management and notifications.

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