01
ESG Data Connections
A tested starting point for esg data connections reduced repeated setup work.
We built a compliance platform that brings ESG information from multiple sources into one workflow, checks portfolios against defined rules, and keeps a clear history of the data behind each compliance decision.
Trusted by teams building ambitious products
A financial business responsible for monitoring ESG requirements across a large portfolio.
Coretus supported ESG data connections, compliance rules, portfolio monitoring, audit history, reporting, and dashboards.
Move from periodic spreadsheet review to a more continuous and traceable compliance workflow.
A system that combines ESG data, portfolio holdings, rules, alerts, and audit history in one place.
The compliance team relied on spreadsheets and delayed third-party ESG reports, which meant portfolio issues could appear between reporting cycles.
The business wanted a faster way to combine different ESG data sources, check portfolio rules, and create a clear evidence trail for internal and external review.
Issues could remain unnoticed between reporting cycles.
Important ESG changes can trigger checks as new data arrives.
Teams manually assembled supporting documents for review.
The system keeps the data and rules connected to each result.
Spreadsheet work limited how much the team could review.
More portfolio activity can be checked without increasing manual effort at the same rate.
The platform brings external sustainability and market data into one consistent compliance view.
Teams can review the portfolio data and rules that were active when a past compliance decision was made.
Automated mapping and data preparation reduce the manual work needed for recurring ESG reports.
Tested foundations helped the team spend less time on setup and more time on the parts that made this product useful.
A tested starting point for esg data connections reduced repeated setup work.
Reusable work for compliance history let the team focus more time on the client’s specific needs.
This made it easier to add compliance monitoring without rebuilding common foundations.
A tested starting point for data cost controls reduced repeated setup work.
A straightforward before-and-after view of what changed for the team and their customers.
Automated data preparation reduced the time required to create recurring ESG compliance reports.
Continuous checks helped the team catch ESG issues earlier than periodic spreadsheet reviews.
Relevant changes could reach the compliance workflow within seconds.
Coretus didn't just build an audit tool, they built an secure and traceable Compliance Platform . We eliminated the lag between market shifts and portfolio reality, providing the exact level of transparency required for board-level ESG sign-off.