Solution introduction

Impactful Stewardship. Simplified.

A cloud based solution to track, report and analyse all portfolio engagements for improved collaboration, transparency and compliance with global regulations

Equipped with features to boost engagement

  • Unlimited Engagements
  • Timeline Log
  • Voting Integration 
  • Automated SDG Mapping
  • Comprehensive Reporting

Delivering Digital Transformation for Stewardship
Effortlessly handle engagement data with your stewardship team through an intuitive interface. Get access to real-time dashboards for dynamic reports and streamline collaboration via automation and integrations.

Driving impact with forward-thinking asset managers

  • 15,000+ Portfolio Entities added to the platform
  • 15,000+ ESG Related Engagements created
  • 1,960+ Engagements closed
  • £204 billion collective client AuM 

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.