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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
Transform your approach to data analysis with idaciti, a platform designed to quickly convert intricate financial and ESG documents into actionable insights in just seconds. Allow idaciti to enhance your ability to extract essential insights from financial and ESG disclosures with unmatched speed and accuracy. Our well-established platform simplifies complex documents into straightforward and intuitive data, allowing you to reveal critical connections and make informed decisions in a matter of minutes. Step into the future of advanced analytics and reporting tools, which will unlock significant growth opportunities, reduce costs, and optimize your operations. With idaciti, you can access vital financial and ESG data sets, encompassing everything from fundamental information and footnotes to critical aspects of climate, diversity, equity, and inclusion. Our cutting-edge XBRL-first framework, augmented by artificial intelligence and machine learning, enables your team to selectively gather the most pertinent data points to enhance strategic decision-making while fostering a culture of data-driven insights throughout your organization. Experience how idaciti can support your journey towards smarter analytics and more efficient reporting processes.
API Access
Has API
Yes
API Access
Has API
Yes
Integrations
Affinity
Yes
Box
Yes
Evernote
Yes
LSEG Due Diligence Centre
Yes
MSCI Real Estate Enterprise Analytics
Yes
Microsoft Excel
Yes
Microsoft OneDrive
Yes
Microsoft OneNote
Yes
Microsoft Outlook
Yes
Microsoft PowerPoint
Yes
Integrations
Affinity
No
Box
No
Evernote
No
LSEG Due Diligence Centre
No
MSCI Real Estate Enterprise Analytics
No
Microsoft Excel
No
Microsoft OneDrive
No
Microsoft OneNote
No
Microsoft Outlook
No
Microsoft PowerPoint
No
Pricing Details
No price information available.
Free Trial
No
Free Version
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
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
No
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
Verity
Country
United States
Website
verityplatform.com/platform/verityesg/
Vendor Details
Company Name
idaciti
Country
United States
Website
hello.idaciti.com
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
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
