Solutions
Solving Problems with Customizable, Integrated, and Scalable Solutions
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
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
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
