ESG regulatory reporting

Automate ESG disclosures and reporting to comply with SFDR, CSRD, and other frameworks, ensuring transparency, accuracy, and auditability.

Real-time regulatory compliance

Our platform centralises ESG data, integrates third-party and proprietary sources, and automates
pre-contractual, periodic, and
entity-level disclosures.

Human-assisted validation, workflow automation, and centralised templates ensure accurate, timely reporting with a full audit trail.

01

Data ingestion and normalisation

Automatically capture and harmonise ESG data from multiple internal and external sources, mapping it into structured templates for reporting.

02

Automated reporting generation

Generate SFDR-compliant outputs for entity and product-level disclosures, pre-contractual documents, and periodic reports.

03

Collaborative workflows

Streamline review, approval, and submission with task-based workflows, notifications, and team collaboration tools.

04

Analytics and audit trail

Access time series of ESG metrics, KPIs, and taxonomy alignment, with a compliant audit trail supporting internal governance and external audits.

Ready to see how we can transform your investment operations?