Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Nasdaq Metrio Reviews & Ratings
    14 Ratings
    Company Website
  • Ansarada Reviews & Ratings
    363 Ratings
    Company Website
  • Intelex Reviews & Ratings
    193 Ratings
    Company Website
  • Martus Reviews & Ratings
    187 Ratings
    Company Website
  • Shape Software Reviews & Ratings
    136 Ratings
    Company Website
  • HSI Donesafe Reviews & Ratings
    176 Ratings
    Company Website
  • kama.ai Reviews & Ratings
    9 Ratings
    Company Website
  • 3D Cloud Reviews & Ratings
    42 Ratings
    Company Website
  • Wash-Dry-Fold POS Reviews & Ratings
    128 Ratings
    Company Website
  • Aesthetic Insight Reviews & Ratings
    10 Ratings
    Company Website

What is VerityESG?

Boost the effectiveness, clarity, and integration of ESG and impact investing initiatives with a specialized ESG engagement tracker tailored for asset management professionals. This innovative tool streamlines the narrative-building process, allowing for the demonstration of stewardship through a straightforward approach that benefits sustainable investing, investor relations, and compliance teams. By centralizing both proprietary and third-party data, it addresses the challenges posed by data silos and the limitations of spreadsheets, enabling faster and more accurate results. Moreover, it alleviates the complexities of reporting for teams focused on sustainable investing, investor relations, and compliance, simplifying practices and approval workflows to ensure efficient disclosures. Ready for immediate deployment, this solution can be customized to fit your unique operational needs. As your business expands, take advantage of the only tracker specifically designed for asset managers to oversee individual engagement narratives and manage the entire engagement lifecycle—from setting objectives to conducting meetings and handling proxies, all within one comprehensive platform. You can generate detailed reports based on various portfolios, indicators, timelines, and other significant data points essential for your engagement evaluations, which will help you remain compliant with regulatory requirements while highlighting your dedication to responsible investing. Furthermore, this tool enhances team collaboration, fostering better communication and boosting overall efficiency in your ESG efforts. By integrating this solution, you not only optimize your current processes but also position your organization as a leader in sustainable investment practices.

What is Confluence?

Confluence Technologies is a premier global provider of data-driven investment management solutions that empower financial institutions to optimize operational efficiency, governance, and regulatory compliance. Trusted by over 1,000 clients across 40 countries, including the top 10 asset managers and service providers worldwide, Confluence delivers advanced platforms covering performance analytics, risk management, regulatory reporting, and investor communications. The company’s solutions streamline complex data processes and enable real-time investment monitoring, helping clients navigate an increasingly dynamic regulatory landscape with confidence. In addition to its core offerings, Confluence provides specialized ESG solutions and private fund reporting platforms that support sustainable investing and transparency initiatives. The firm’s commitment to innovation is reflected in its leadership appointments and ongoing development of regulatory and analytics tools that meet the evolving needs of global investment professionals. Confluence’s extensive global presence, with offices in major financial centers, positions it as a strategic partner dedicated to advancing the success of asset managers, owners, and service providers worldwide.

Media

Media

Integrations Supported

Affinity
Box
Evernote
LSEG Due Diligence Centre
MSCI Real Estate Enterprise Analytics
Microsoft Excel
Microsoft OneDrive
Microsoft OneNote
Microsoft Outlook
Microsoft PowerPoint
Microsoft SharePoint
Microsoft Teams
Microsoft Word
Salesforce
Slack

Integrations Supported

Azeon
Menturi
Serval
Wired Relations

API Availability

Has API

API Availability

Pricing Information

Pricing not provided
Free Version

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Not specified

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Not specified

Company Facts

Organization Name

Verity

Company Location

United States

Company Website

verityplatform.com/platform/verityesg/

Company Facts

Organization Name

Confluence Technologies

Date Founded

1991

Company Location

United States

Company Website

www.confluence.com

Categories and Features

ESG

Not specified

ESG Reporting

Not specified

Categories and Features

Compliance

Not specified

ESG

Not specified

ESG Reporting

Not specified

Financial Analytics

Not specified

Investor Relations

Not specified

Reconciliation

Not specified

Regulatory Reporting

Not specified

Popular Alternatives

Popular Alternatives