Features
Data integration
Identify and connect data points from multiple vendors
Data quality
Library of controls for data set quality assurance
Simulations
Portfolio simulation to evaluate impact on ESG metrics
Controversies
Monitoring of issuers' ESG ratings and alerts in case of controversy
Monitoring and analysis
Customizable tracking of ESG rules by portfolio
Shareholder engagement
Monitoring of votes and engagement approaches
Reporting
Regulatory (SFDR, EET, ...), client and marketing reporting
Expertise Hub
New!
WeeFin will provide answers to your questions on ESG regulations
New!
See all our new features in detail.
Find out more
Asset Manager
The latest industry news, updates and info.
Asset Owner
Learn how our customers are making big changes.
Wealth Manager
Learn about our story and our mission statement.
Bank (CIB)
New
We're always looking for talented people. Join our team!
Our latest case study
Benchmark of Solvency 2 transparency solutions
👉 Read it now
Resources
Insights
Explore our articles and studies on sustainability and regulatory issues.
news_line
News
Stay informed of our latest news.
Data, a real challenge for financial institutions
What are the major stages of ESG data processing that financial actors face?
👉 Read the article
Company
WeeFin
about
About us
Learn more about our history and our mission.
Our team
Meet the people behind WeeFin.
Join us
Careers
We’re hiring!
We are looking for new talents to join our team.
We’re hiring!
Our team is working to make finance more sustainable... join the adventure!
👉 Discover our job offers
EN
FR
Request a demo
ESG Connect
Our SaaS platform makes your life easier while improving the impact of your investments.
Discover our features
Data aggregation and automated matching
Integration of all data providers, public and financial sources matched through our algorithm.
Automatic connection to internal customer tools
Automatic connection and quality control of ESG data providers and public sources
Automated matching with customizable linkage rules
Request a demo
Data quality control
Library of customizable controls for integrated data set quality assurance
Tracking of coverage ratios and implementation of customized proxies
Customer-controlled data overrides with audit trail of changes
Customized indicator measurements:
Pre-set regulatory metrics with customizable measurement rulesÂ
Customized metrics and scores based on granular dataÂ
Request a demo
Cutting-edge features for
advanced ESG analysis
Monitoring and analysis
Monitoring of ESG metrics at company, portfolio and issuer levels
Monitoring of sustainability metrics over time
ESG compliance verification (labelled funds, SFDR minimum share of sustainable investments, etc.)
Simulation
‍Add/remove securities from the portfolio or change the weights of securities
Real-time remeasurement of portfolio metrics to evaluate impact of new allocation
ESG metrics comparison of simulated portfolio with initial portfolio
Export to CSV/XLS format
Controversies
Monitoring and implementation of alerts for controversy indicators
Categorization of controversies according to your level of investment
Qualitative analysis of controversies by your teams
Controversy monitoring by issuer
Find out more
Shareholder engagement
Monitoring of votes at general meetings and analysis by theme
Recording of engagement approaches (analysis, documents, ...) and monitoring of approaches implemented by the invested company
Features
Data integration
Identify and connect data points from multiple vendors
Data quality
Library of controls for data set quality assurance
Simulations
Portfolio simulation to evaluate impact on ESG metrics
Controversies
Monitoring of issuers' ESG ratings and alerts in case of controversy
Monitoring and analysis
Customizable tracking of ESG rules by portfolio
Shareholder engagement
Monitoring of votes and engagement approaches
Reporting
Regulatory (SFDR, EET, ...), client and marketing reporting
Expertise Hub
New!
WeeFin will provide answers to your questions on ESG regulations
New!
See all our new features in detail.
Find out more
Asset Manager
The latest industry news, updates and info.
Asset Owner
Learn how our customers are making big changes.
Wealth Manager
Learn about our story and our mission statement.
Bank (CIB)
New
We're always looking for talented people. Join our team!
Our latest case study
Benchmark of Solvency 2 transparency solutions
👉 Read it now
Resources
Insights
Explore our articles and studies on sustainability and regulatory issues.
news_line
News
Stay informed of our latest news.
Data, a real challenge for financial institutions
What are the major stages of ESG data processing that financial actors face?
👉 Read the article
Company
WeeFin
about
About us
Learn more about our history and our mission.
Our team
Meet the people behind WeeFin.
Join us
Careers
We’re hiring!
We are looking for new talents to join our team.
We’re hiring!
Our team is working to make finance more sustainable... join the adventure!
👉 Discover our job offers
EN
FR
Request a demo
Features
Data integration
Identify and connect data points from multiple vendors
Data quality
Library of controls for data set quality assurance
Simulations
Portfolio simulation to evaluate impact on ESG metrics
Controversies
Monitoring of issuers' ESG ratings and alerts in case of controversy
Monitoring and analysis
Customizable tracking of ESG rules by portfolio
Shareholder engagement
Monitoring of votes and engagement approaches
Reporting
Regulatory (SFDR, EET, ...), client and marketing reporting
Expertise Hub
New!
WeeFin will provide answers to your questions on ESG regulations
New!
See all our new features in detail.
Find out more
Asset Manager
The latest industry news, updates and info.
Asset Owner
Learn how our customers are making big changes.
Wealth Manager
Learn about our story and our mission statement.
Bank (CIB)
New
We're always looking for talented people. Join our team!
Our latest case study
Benchmark of Solvency 2 transparency solutions
👉 Read it now
Resources
Insights
Explore our articles and studies on sustainability and regulatory issues.
news_line
News
Stay informed of our latest news.
Data, a real challenge for financial institutions
What are the major stages of ESG data processing that financial actors face?
👉 Read the article
Company
WeeFin
about
About us
Learn more about our history and our mission.
Our team
Meet the people behind WeeFin.
Join us
Careers
We’re hiring!
We are looking for new talents to join our team.
We’re hiring!
Our team is working to make finance more sustainable... join the adventure!
👉 Discover our job offers
EN
FR
Request a demo
Reporting
Regulatory, EET, customer and marketing reporting.
Consolidate reporting via a single space
Easily export your reports in .docx or .pdf format from your dedicated space in just a few clicks
Expertise Hub
We help you navigate ESG-related regulatory and labeller requirements with the help of our experts' insights.
Our experts are available on demand to answer any questions
Knowledge base: access to over 130 questions we've already answered
Contact our experts
Take advantage of ESG Connect
Contact us
Request a demo