Solution introduction
End Client Sustainability Report
Datia equips Wealth Advisors to offer modern sustainability reporting to their clients, driving engagement and positive change
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)
