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Sustainability. Simplified.

One platform to power sustainable allocation, reporting and compliance.

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Comply with confidence
Report beautifully and instantly
features

The interface for sustainable investing

A full suite of features designed to help you allocate, report and comply with confidence. Product tour ⟶

Stress testing

Stress test new and existing portfolios for sustainability credentials through different data lenses. Learn more > 

Reporting

Generate compelling reports to share with your clients wherever they are - and personalise them. Learn more > 

Multi-lens data

Rely on a vast universe of granular, accurate data with full provenance - generated by AI, verified by humans. Learn more > 

Personalisation

Help your clients determine their goals and values. We'll tailor their content and reports automatically. Learn more > 

Compliance

Comply with SFDR and EU taxonomy regulations with a single click. Learn more >

Goals & trends

Set clear sustainability goals, with seamless performance tracking over time. Learn more >
SFDR

Compliance, done.

Stay on top of ever-evolving regulatory developments. Generate pre-contractual and periodic SFDR and EU taxonomy compliance reports at the click of a button.
Automatically generated reports based on your portfolio constituents
Pre-contractual and periodic disclosure documents included
Learn more
Profiling

Personalise your customer experience.

Because every client is different, help them understand what they care about and highlight overlaps between owners and their portfolios.
Individual values: understand client preferences on core sustainability themes.
Advisor insights: understand your investor's impact trade-offs, philanthropic focus and need for evidence.
Learn more
OUR UNIVERSE

Explore our universe of stocks, ETFs and funds.

More about our universe

Apple

An American multinational technology company.
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Glencore

An Anglo-Swiss multinational commodity and mining company.
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Spotify

A Swedish audio streaming and media services provider.
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Tesla

Electric vehicle and clean energy company
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Meta

A multinational technology conglomerate holding company.
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Palantir Technologies

A public American software company that specializes in big data analytics.
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Snap Inc

An American camera and social media company.
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Delta Airlines

One of the major airlines of the United States.
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Robinhood Markets

A financial services company known for pioneering free trades of stocks.
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Canadian Railways

A Canadian Class I freight railway headquartered in Montreal.
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Caterpillar

A corporation that designs and develops machinery.
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Biocon

An Indian biopharmaceutical company that is based in Bangalore.
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Boeing

A corporation that designs, manufactures, and sells airplanes.
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BNP Paribas

A globally operating French international banking group.
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Peleton

An exercise equipment and media company.
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Coinbase

A company that operates a cryptocurrency exchange platform.
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Abbott Labs

A multinational medical devices and health care company.
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Walt Disney Co

An American entertainment and media conglomerate.
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Alphabet

Technology conglomerate holding company.
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Rio Tinto

The world's second-largest metals and mining corporation.
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BP

A British multinational oil and gas company.
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Beyond Meat

An L.A. based producer of artificial meat products.
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Netflix

A streaming service and premium content production studio.
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Nio

A Chinese car manufacturer based in Shanghai.
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Roblox

A playing, developing and streaming platform.
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Starbucks

A chain of coffeehouses and roastery reserves.
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Adobe

An American multinational computer software company.
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J.P. Morgan

A global leader in financial services offering solutions.
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INVEST

Start today.

Learn more about how other advisors are using our tools to engage and deepen relationships with their clients.
Schedule a demo
Value-based on-boarding
Equity and portfolio alignment
Sustainable Development Goals
Key metrics
Carbon tracking and offsetting
Sustainable Finance Disclosure Regulation (SFDR)
testimonials

Don't take our word for it.

Send emails to your contacts based on Tags, or the form they submitted, and send more personalized emails.
Steve McQuillen
Founder, TechMatter
"The experience has been outstanding. We are able to promote our campaigns, reach the customers at a faster pace and expose them to various channels.. without wasting hours planning all of it."
Kevin Martin
Founder, TechMatter
"SaaSFlow has helped us manage and plan about 13 email marketing campaign now. I really like that all the report for the marketing campaign is filled with useful analytics report that we can use to improve future campaigns."
Julia Yang
Founder, TechMatter
“With shelter-in-place, Patreon has become a great source of income for 140,000 creators. But as we’ve scaled, with every new release we spent up to 4 days implementing or fixing analytics.”
John Tseng
Founder, TechMatter
“With shelter-in-place, Patreon has become a great source of income for 140,000 creators. But as we’ve scaled, with every new release we spent up to 4 days implementing or fixing analytics.”
Rebeca Smith
Founder, TechMatter
“With shelter-in-place, Patreon has become a great source of income for 140,000 creators. But as we’ve scaled, with every new release we spent up to 4 days implementing or fixing analytics.”
Steve McQuillen
Founder, TechMatter
“With shelter-in-place, Patreon has become a great source of income for 140,000 creators. But as we’ve scaled, with every new release we spent up to 4 days implementing or fixing analytics.”
Kevin Martin
Founder, TechMatter
“With shelter-in-place, Patreon has become a great source of income for 140,000 creators. But as we’ve scaled, with every new release we spent up to 4 days implementing or fixing analytics.”
Julia Yang
Founder, TechMatter
“With shelter-in-place, Patreon has become a great source of income for 140,000 creators. But as we’ve scaled, with every new release we spent up to 4 days implementing or fixing analytics.”
John Tseng
Founder, TechMatter
“With shelter-in-place, Patreon has become a great source of income for 140,000 creators. But as we’ve scaled, with every new release we spent up to 4 days implementing or fixing analytics.”
Rebeca Smith
Founder, TechMatter
“With shelter-in-place, Patreon has become a great source of income for 140,000 creators. But as we’ve scaled, with every new release we spent up to 4 days implementing or fixing analytics.”
Steve McQuillen
Founder, TechMatter
"Our newsletter and email marketing campaign are fully automated and can be scheduled for the next 2 months within hours. We are very happy that we can have a full control on the leads and verification on the leads."
Kevin Martin
Founder, TechMatter
"I have tried a variety of email services and SaaSFlow has been the easiest to set up. Have run 3 email marketing campaigns so far and I'm still getting used to all of its features, but  working with SaaSFlow has been great so far!"
Julia Yang
Founder, TechMatter
“With shelter-in-place, Patreon has become a great source of income for 140,000 creators. But as we’ve scaled, with every new release we spent up to 4 days implementing or fixing analytics.”
John Tseng
Founder, TechMatter
“With shelter-in-place, Patreon has become a great source of income for 140,000 creators. But as we’ve scaled, with every new release we spent up to 4 days implementing or fixing analytics.”
Rebeca Smith
Founder, TechMatter
“With shelter-in-place, Patreon has become a great source of income for 140,000 creators. But as we’ve scaled, with every new release we spent up to 4 days implementing or fixing analytics.”
Steve McQuillen
Founder, TechMatter
“With shelter-in-place, Patreon has become a great source of income for 140,000 creators. But as we’ve scaled, with every new release we spent up to 4 days implementing or fixing analytics.”
Kevin Martin
Founder, TechMatter
“With shelter-in-place, Patreon has become a great source of income for 140,000 creators. But as we’ve scaled, with every new release we spent up to 4 days implementing or fixing analytics.”
Julia Yang
Founder, TechMatter
“With shelter-in-place, Patreon has become a great source of income for 140,000 creators. But as we’ve scaled, with every new release we spent up to 4 days implementing or fixing analytics.”
John Tseng
Founder, TechMatter
“With shelter-in-place, Patreon has become a great source of income for 140,000 creators. But as we’ve scaled, with every new release we spent up to 4 days implementing or fixing analytics.”
Rebeca Smith
Founder, TechMatter
“With shelter-in-place, Patreon has become a great source of income for 140,000 creators. But as we’ve scaled, with every new release we spent up to 4 days implementing or fixing analytics.”

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