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.

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