Simplifying ESG &
Climate Data for
Financial Advisers.
Making sustainability data accessible, actionable, and easy to understand.
Many platforms in the UK provide ESG and Climate data and analytics for advisers, but who is explaining, deciphering, and demystifying this new, complex, and confusing data? GreenGauge is!
Comprehensive
Insights
User-friendly whole-of-market data, tools, and research
Clarity in
Every Detail
Every single data point comes with easy-to-understand tooltips
Built-in
Education
Educational tools and insights built into the platform
Making Smarter
Decisions
Smart decision trees to help advisers meet client objectives
Customised
Reporting
Simple customised report creation to supplement suitability letters
Innovative
Metrics
Data to help simplify the ‘best of breed’ selection process
Choose the plan that suits you.
Accessible to all advisers in the UK.
The demand for sustainable investing.
Simplifying complex sustainability data to empower advisers and paraplanners.
Advisers and Paraplanners are provided with some training and expected to understand how to meet clients’ objectives and translate simple requirements into highly complex Sustainable investment outcomes. GreenGauge is built to navigate, explain, clarify, and demystify sustainability data for UK Advisers.
Why do advisers and paraplanners need GreenGauge?
Client Expectations:
In the UK, nearly 2 out of 3 clients consider moving advisers due to a lack of ESG focus and advice (FT Adviser 2022).
Complexity in ESG:
The industry is full of confusing, complex, and new ESG and Climate terms not used by end clients.
Client Objectives:
8/10 clients expect or want their investments to meet their own moral objectives.
Regulation:
With regulations such as Consumer Duty and SDR, advisers are expected to understand their clients’ needs and recommend investments that match them.