ESG Playbook
Curated by SignalPerformance reporting platform enabling ESG insights for wealth managers.
Overview
ESG Playbook is a performance reporting platform aimed at wealth managers, with an emphasis on environmental, social, and governance (ESG) metrics. The platform consolidates financial data from various accounts and asset classes, offering insights into portfolio performance, asset allocation, and risk exposure in real-time. It serves both public and private companies, allowing users to assess, manage, and report on ESG risks and opportunities through AI-driven solutions and customizable reporting tools. ESG Playbook supports major reporting frameworks and prioritizes data security, addressing regulatory compliance and data collection challenges while facilitating communication between wealth managers and their clients.
Key facts
- Founded
- 2020
- Headquarters
- Holmdel, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 11 products and services
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Contact
- Primary office
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