Getting started
Provision your tenant, invite your team, set roles and SSO, and take the guided tour. From signed contract to first live report in 14 days.
Read the quick-startDocumentation
Everything you need to run stewardship in one platform.
Product guides, core concepts and a first-class API — written for stewardship analysts, portfolio managers, compliance leads and the engineers who wire engage insights into your data stack.
Product guides
Start where you are.
Each guide is short, opinionated and task-focused. Read top to bottom for onboarding, or jump straight to the capability you need.
Core concepts
The three objects everything hangs off: engagements (issuer dialogues), votes (ballots and rationale) and reports (framework-mapped outputs). Understand how they link and audit-log.
Read core conceptsData import
Bulk-load historical engagements and voting records from CSV or Excel, backfill from your previous platform, and sync live holdings from your custodian. ISIN and LEI mapping handled for you.
Read import guideReporting & evidence packs
Generate SRD II, ISR, SFDR, UK Stewardship Code, UNPRI and SEC Climate reports with full data lineage. Export a timestamped evidence pack for any audit or regulator request in one click.
Read reporting guideAI assistant
Ask questions of your own stewardship data and get cited, explainable answers — never a black box. Draft voting rationales and engagement notes with every source linked and audit-logged.
Read AI guideIntegrations & webhooks
Push real-time events — new holdings, votes cast, engagements updated, controversies detected — straight into your data warehouse. Pre-built custodian connectors plus generic SFTP / MT535 ingestion.
Read integrationsAPI reference
A first-class API into the plumbing you already trust.
OAuth 2.0 with per-fund scoped keys. Every call is signed, logged and exportable for audit. Full reference docs and SDKs are shared with your team during onboarding.
API access
The full API reference — endpoints, scopes, SDKs and sandbox keys — is provided on request during onboarding, configured to your tenant, fund structure and regulatory obligations. Your dedicated CSM sets it up with your team — no public keys, no guesswork.
Request a demoWant a guided walkthrough of the platform?
Book a 30-minute demo and we'll show you the docs, the API and a live report tailored to your fund structure and regulatory obligations.