All-in-one solution
for impactful stewardship
Discover powerful features for effective stewardship to optimise portfolio engagements, simplify processes, streamline collaboration, save time and maximise returns.
Data & Tracking
Engagements
Consolidate all portfolio engagements (single or thematic) in a unified dashboard.
Voting records module
Efficiently report by importing and linking voting records to engagements.
Group engagements
Easily create engagements for multiple companies with a single click.
Link companies with funds
Directly allocate companies to funds through the system.
Timeline log
Enhance traceability by tracking engagements against actions and milestones.
Bulk upload company data
Efficiently upload company data in bulk with structured assistance.
File storage
Centralise portfolio and engagement-related files with secured file storage space.
Calendar integration
Receive regular updates by synchronising milestones for each engagement to your calendar.
Security & Support
Interactive team onboarding
Experience smooth and effective onboarding with our interactive support team.
User levels & roles
Control users’ roles and access rights via the user’s management panel.
Online support
Access unlimited support 24/7.
Dedicated success manager
Work with a dedicated success manager for strategic and ongoing assistance.
User guides and resources
Access online user guides and manuals for best practices and other references.
Data security
Data encryption, data back-ups, secure cloud hosting, measures to ensure protection from cyber attacks.
IP allowlisting
Restrict access to specific IP addresses, such as from a specific location.
Reporting & Analysis
Enhanced analytics based on global standards (GRI, SDGs, and more) power the dashboard and automated reporting engine.
Access statistics & dynamic reports aligned with UK Stewardship Code recommendations.
Easily export customised reports in multiple formats.
Automatically track engagements mapped to SDGs with the GRI Taxonamy.
Stay updated with automated notifications and alerts.
Access statistics & dynamic reports aligned with UK Stewardship Code recommendations.
Easily export customised reports in multiple formats.
Automatically track engagements mapped to SDGs with the GRI Taxonamy.
Stay updated with automated notifications and alerts.
Add-ons & More
Custom user training sessions
Receive personalised training sessions tailored to your organisational needs.
Historic data migration
Seamlessly migrate your historical data for companies, funds, engagements and voting to the system.
Website embeds for live reporting
Embed live reports onto your website.
SSO, custom API integrations
Secure single sign-on and custom API integrations with your internal and third-party systems, including CRM.
Maanch API Access
Access Maanch API to pull engagement data to your internal systems.
Custom development and plug-ins
Custom development and plugin options are available as per your needs.
