End Client Sustainability Report
Connect Earth equips Wealth Advisors to offer modern sustainability reporting to their clients, driving engagement and positive change.
10 out of 30 portfolio companies have SBTis on Mid Term timeframe, weighting 33.33% in your portfolio.
| Enabling Avg. | Transitional Avg. | Yearly Avg. | |
|---|---|---|---|
| Eligible - Aligned | 14.8% | 0.36% | 36.37% |
| Eligible - Non Aligned | 4.94% | 7% | 32.6% |
| Non Eligible | - | - | 29.03% |
| Coverage | 98.24% |
How Connect Earth can help
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)
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.
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A flexible, modular solution to support your business type
Retail Banking
Enabling retail banks to empower millions of customers with carbon insights, sustainable spending habits, and green product adoption.
- Immediate customer engagement
- Everyday carbon made visible and relevant
- Drive adoption of sustainable products
- Strengthen brand reputation & loyalty
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.