DEI Initiatives

Our solutions equip firms with the tools to integrate Diversity, Equity, and Inclusion (DEI) principles into their investment strategies and their portfolio management.

Key Challenges Our Top Clients Face

  • System Integration Challenges

    System Integration Challenges

    Integrating diverse systems and data sources is time consuming and complex, requiring dedicated technical expertise to ensure successful system integration.

  • Manual Workflows

    Manual Workflows

    Manual DEI tracking and reporting efforts often result in human error, bottlenecks, and redundancy, incurring higher operational costs and delaying essential data reporting.

  • Lack of Real-Time Monitoring

    Lack of Real-Time Monitoring

    Inability to access information in real-time, hindering clients’ ability to respond quickly identify and respond to DEI issues in an effective time-sensitive manner.

What We Provide

  • DEI System Integration

    DEI System Integration

    Clean efficient DEI data and system integration customized to meet our clients’ compliance and reporting needs.

  • DEI Automation

    DEI Automation

    Elimination of repetitive tasks, redundancy, human error, and bottlenecks with automated workflows and reporting.

  • DEI Dashboards

    DEI Dashboards

    Stunning real-time DEI dashboards enabling decision-makers to quickly identify and respond to DEI issues in an effective time-sensitive manner.

Partner Solutions

Amazon Web Services
Anaplan
Atom Invest
Azure
BlackLine
Bloomberg
Carta
Chronograph
Crunchbase
Dealroom
Domo
eFront
FactSet
Fivetran
FloQast
Forbes
Fortune
Looker
MarketWatch
Morningstar
NetSuite
OneStream
Oracle
Pigment
PitchBook
Power BI
Preqin
Reuters
S&P Capital IQ
SAP
Snowflake
Tableau
The Wall Street Journal
Tracxn
Workday

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