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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 No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Cube No 

Integrations

Cube Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

€12 per month
Free Trial No 
Free Version Yes 

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 Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
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 No 
Live Training (Online) Yes 
In Person No 

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 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

Business Intelligence

Ad Hoc Reports No 
Benchmarking No 
Budgeting & Forecasting No 
Dashboard No 
Data Analysis No 
Key Performance Indicators No 
Natural Language Generation (NLG) No 
Performance Metrics No 
Predictive Analytics No 
Profitability Analysis No 
Strategic Planning No 
Trend / Problem Indicators No 
Visual Analytics No 

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