Visualise all your portfolio engagements and appointments at one place, which means you’ll never have to worry about being double-booked.

Export engagement details in CSV or XLSX by Objective, Start date, ESG, or other filters, customisable as per your needs.

Review historical engagements or meetings scheduled by both yourself or team members, and conveniently edit as required for improved record-keeping and collaboration.

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.