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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    Wealth advisors

    From portfolio data to the client report

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

    Capabilities

    What goes into a client review

    End Client Sustainability Report

    Download tailored, modern sustainability reports for your clients
    Help clients understand the impact of their investments on ESG topics and Principal Adverse Impacts
    Compare clients' portfolios with indexes and funds of your choice
    Adhere to regulations requiring advisors to consider sustainability preferences (e.g. MiFID II)

    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.

    FAQs

    For what kind of assets does Connect Earth offer data?
    Connect Earth aggregates sustainability information of +36,000 publicly traded companies, +210,000 publicly traded funds, and sovereign bonds of +210 nations. Additionally, Connect Earth has the infrastructure to map any ISIN to the underlying issuers, ensuring best-in-class coverage regardless of the instrument you're investing through.
    What will my data coverage be using Connect Earth's universe?
    It depends on the companies, funds, and bonds within your portfolio. Our team offers a data coverage check as part of the product demo. If you want to make a coverage check, reach out at www.connect.earth/demo. If your fund invests in non-public companies, Connect Earth can help you fill in the gaps with a Data Request solution. You can request sustainability data input directly from your investees.
    How is Connect Earth's data sourced?
    Connect Earth combines its own research with multiple third-party data providers. This creates a complete data lake with multiple versions of the same data point. We have an internal quality assurance process to verify the data. Our team, then, selects the indicators with more documented and detailed data sources to select the best available source for any given KPI.
    How much does Connect Earth cost?
    Subscription values change according to the solutions you are interested in (ESG, SDGs, SFDR, EET, EU Taxonomy, and Stewardship), as well as the number of funds and volume of assets your entity manages. Fill in the form at www.connect.earth/demo to request a quote from our team.
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    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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    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.

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    Use cases

    A flexible, modular solution to support your business type

    Use case

    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
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