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    Guide your clients through the world of sustainable investing

    Wealth advisors are increasingly expected to invest according to the sustainability preferences of their clients. Connect Earth helps with portfolio screening and sustainability reporting that drives change.

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    Atlant
    Carlsson
    Consensus
    Finserve
    iSEC
    Landkreditt

    Wealth advisors

    Deliver transparent, personalised sustainability insights for every client mandate, complete with regulatory-ready documentation and investment opportunities.

    Contextual preview

    Why wealth advisors choose Connect Earth

    Client-ready storytelling

    Generate branded sustainability reports and talking points for every portfolio review.

    Regulation ready

    Stay ahead of SFDR and MiFID II sustainability preference requirements with automated data.

    Portfolio intelligence

    Look through complex fund structures to explain what truly drives sustainability outcomes.

    Personalised guidance

    Match client values with curated opportunities and keep recommendations action-oriented.

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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.

    €1.6Bn
    Assets under management
    80%
    Client meetings touch on sustainability
    Case study background

    Square Capital: Automating ESG reporting and reclaiming hours every month

    Read the story

    Built by experts.
    Trusted by leaders.

    Built as a modern SaaS platform, Connect Earth delivers compliance solutions that grow with your organization. Our cloud-based infrastructure gives you seamless access to emissions insights, regulatory reporting, and sustainability data across your entire operation, without the overhead of traditional enterprise software.

    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