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    End Client Sustainability Report

    Connect Earth equips Wealth Advisors to offer modern sustainability reporting to their clients, driving engagement and positive change.

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    Atlant
    Carlsson
    Consensus
    Finserve
    iSEC
    Landkreditt

    How Connect Earth can help

    Contextual preview

    Deliver best-in-class customer experience with tailored sustainability reports

    Save time

    With one click, download reports of your clients' portfolios including mutual funds, ETFs, equities, and bonds

    Visualize

    In simple graphs, help you clients understand the sustainability impact of their portfolios

    Course correct

    Identify investments that deviate from your clients' sustainability requirements

    Comply

    Adhere to regulations requiring wealth advisors to consider clients' sustainability preferences (e.g. MiFID II)

    Trusted by wealth advisors and financial institutions to generate MiFID II-compliant end-client sustainability reports.

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    Take the first step to optimize your sustainable finance work

    Whether you use one module or the whole system, embedding sustainability into your business helps build a future your customers, and your bottom line, will thank you for.

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    View other regulations

    PAI Statement (SFDR)

    Automate Principal Adverse Impact calculations and reporting with Connect Earth.

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    Sustainable Investments (SFDR)

    Easily assess and report sustainable investments according to SFDR definitions.

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    Periodic Report (SFDR)

    Streamline your SFDR periodic reporting with automated report generation.

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    More resources about End Client Sustainability Report

    Insights
    Compliance and reporting

    SFDR Update: ESAs call for stronger Principal Adverse Impact disclosures in 2025

    The European Supervisory Authorities (ESAs) have just published their 2025 Report on voluntary disclosures of Principal Adverse Impacts (PAIs) under the Sustainable Finance Disclos...

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    Insights
    Compliance and reporting

    From Reports to Results: How to Prepare for ESG Data Assurance

    The era of ESG storytelling is ending and we’re entering a new phase. One that is increasingly becoming defined by data, documentation, and assurance. With frameworks like the CSRD...

    Read article
    Insights
    Compliance and reporting

    Beyond Europe: How Global ESG Frameworks Are Starting to Converge

    Over the past decade, ESG regulations have exploded across jurisdictions—each one introducing its own rules, metrics, and acronyms. For global fund managers, the result has often b...

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    Join the pioneers

    Gain a team of climate advocates and experts, not just a technology partner. We're already helping pioneering enterprises like yours lead the way towards Net Zero.

    70%
    Reduction in administrative workload
    Lean team
    Efficient compliance management
    Case study background

    Atlant Fonder: Managing sustainable finance with a lean team

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    A flexible, modular solution to support your business type

    Global institutional banks and pioneering asset management firms alike grow and scale their sustainable finance with Connect Earth.

    Retail Banking

    Enabling retail banks to empower millions of customers with carbon insights, sustainable spending habits, and green product adoption.

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    Immediate customer engagement
    Everyday carbon made visible and relevant
    Drive adoption of sustainable products
    Strengthen brand reputation & loyalty

    Business Banking

    Supporting business banks in enabling their SMEs to measure and report on emissions, plan decarbonisation, and unlock green lending opportunities.

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    Immediate SME engagement
    Build sustainability maturity at scale
    Generate financed emissions insights
    Unlock new green revenue streams

    Asset Management

    Helping asset managers streamline ESG reporting and integrate sustainability into investment decisions.

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    Automated, compliance-grade reporting (SFDR, EU Taxonomy, EET)
    Transparent, source-linked data
    Save time with automation & integrations
    Identify risks and opportunities across portfolios

    Asset Owners

    Empowering asset owners with credible data and reporting to align portfolios with long-term sustainability goals.

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    Portfolio-level emissions visibility
    Benchmarking against global peers
    Confidence in regulatory compliance
    Insights for engagement with managers

    Management Companies

    Supporting management companies in ensuring ESG compliance and efficiency across multiple funds.

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    Consistent, scalable reporting workflows
    Traceable data across portfolios
    Reduce manual processes with automation
    Build trust with investors & regulators

    Wealth Advisors

    Enabling wealth advisors to meet growing client demand for sustainable finance and transparent reporting.

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    Easy-to-use reporting tools
    Clear communication of ESG impact
    Strengthen client relationships
    Access compliance-ready outputs

    Tech Platforms

    Partnering with fintech and tech platforms to embed sustainability reporting and data directly into existing workflows.

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    Plug-and-play integrations (APIs, imports)
    Enhance platform stickiness with ESG modules
    Scalable and flexible infrastructure
    Expand product offering with compliance-ready features