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Content

Internal Research

Tag & Upload

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Discover & Share

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Notifications

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Sell Side Research

Interests Setup

Users define with detail which research is of relevance to them, including the ability to track research based on keywords and portfolios

Discover & View

Relevant research can be discovered through a personalized feed and advanced search and filtering. One click access via a side panel

Notifications

Users decide on what and when to get notified, according to their preferences

Events

Corporate Access

Tag & Upload

Directly from Outlook, users can log and tag any issuer interaction either intermediated by a sell side or as a result of a direct engagement

Discover & Share

Events and interactions with issuers can be discovered and shared across the organisation for attendance optimisation and collaborative value creation

Report

Customisable, intra-day updated and ready to be used reporting to track activity and overall budget

ESG Engagement

Tag & Upload

Directly from Outlook, users can easily tag and log any ESG Engagement interaction with custom fields and automated field selection

Discover & Share

Events and interactions with issuers can be discovered and shared across the organization for attendance optimisation and collaborative value creation

Report

Customisable, intra-day updated and ready to be used reporting to track ESG Engagement across the organisation

ESG Controversies

Identify, Tag & Log​

Directly from Outlook, users can easily identify and log any ESG Controversies with custom fields and automated field selection

Discover & Share

ESG Controversies can be discovered and shared across the organisation for attendance optimisation and collaborative value creation

Report

Customisable, intra-day updated and ready to be used reporting to track ESG Controversies across the organization

ESG & Financial Data

Collection & Processing​

Data sources can be easily integrated via API connectivity, SFTP transfer, and bulk upload

Validate & Map​

Data values checked against predefined parameters (numerical, alphanumerical, etc…) and mapped against predefined fields

Visualisation​

Data and analytics made available via fully customisable dashboards per issuer updated intra day

Administration

Agreements & Budget

Log & Manage​

Logging and managing all agreement details to easily locate information and perform comparisons

Allocate & Adjust​

Easy allocation of budget per service level, group and user, and dealing with changes in agreement details and staff rotation

Visualisation​

Detailed budget view, down to user level and per month, for the 3 upcoming budget cycles

Reporting

Collect & Integrate​

One single robust database that automatically collects and integrates data from different sources ensuring integrity and correctness.

Create & Update​

Well-trained team capable of using complex data sets and data relations to build Power BI dashboards that help users making sense of the data

Visualisation & Report​

Easily retrievable and accessible dashboards per issuer on our web app, but also deliverable by email at a predefined frequency

Get Started

Use our smart booking service below to chat with a member of the team and discuss the option of a free trial

+33 1 73 09 42 95


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