Categorise the portfolio fields based on your requirements, from a range of options to personalise such as geographical region, country, sector, and type of organisation.

Update your engagements as per the method employed from a range of options such as individual/collective letters, email, and visit to operations.

Enjoy the complete flexibility of unlimited customisable labels, to maintain an organised and personalised dashboard, enabling quick locating.

Experience visually appealing and and easy-to-read spreedsheets when exporting data.

Get real-time updates on changes or progress made to engagements for better team collaboration.

Easily manage user roles, permissions and access rights from settings.

Export enagement data aligned to the ESG and SDGs topics.

Creating new issues have never been simpler, create a new issue in just one-click.

Create engagements with multiple portfolios with just one-click and save time.