Plans & Pricing
MonthlyAnnual - save 20%

Features & Functions

Web based, software-as-a-service, user subscription.
For individual investors

One

$20

 / per user monthly, billed annually
For professionals

Pro

$64

 / per user monthly, billed annually
For financial institutions

Enterprise

$180

 / per user monthly, billed annually

COMPANY ANALYTICS
Comprehensive company dashboards
  • User friendly interface providing a structured overview of ESG & financial data required for systematic research, decision making and performance tracking in scope of investing process.
  • Current and historical market and valuation data (for the last ten years);
  • Overview of key changes in indicators (ESG and financial);
Company ESG and financial analytics, scores & data
  • Environmental, social, governance and financial scores including indicators driving those scores (for a trailing 10 year period)
  • Exhaustive and intuitively presented data set features scores, indicators and information sources enabling thorough but transparent analysis.
Adjust company data to simulate impact on company scores and Yieldrive Fair Value.
  • Actively reassess the Yieldrive data processed, adjust the scoring to reflect your preferences and check the resulting impact on the scores and Yieldrive Fair Value
Regular company white label reports
  • Regularly updated, downloadable overview of all company key data that Yieldrive provides.
Deep research into company performance drivers
Download company data in Excel
Yieldrive Fair Value data
  • Intrinsic company values
BENCHMARKS & TOP PERFORMERS
Screen for top ESG performers
  • Filter top performers based on ESG performance
Rankings of industry peers
  • Benchmark companies against competitors and pinpoint their relative strengths/weaknesses
PORTFOLIOS
Create portfolios
  • Build portfolios and calculate their ESG performances
5
20
Unlimited
Optimize portfolio ESG performance
  • Reweight portfolio components and optimize portfolio ESG compliance/performance
Track portfolio performance
  • Track your portfolio performance over time
Create your watchlist
  • Build a watchlist of companies you want to keep a close eye on and follow their ESG and financial performances over time.
ALERTS
Receive ESG alerts
  • Stay informed of most recent developments impacting company ESG scores
Online customer support
  • Rely on Yieldrive in case of any technical difficulties or need for clarification.
Collaborative environment and project management tool
  • Possibility to enable access to personal portfolios or other Yieldrive platform content for colleagues, by assigning them one of the three clearance level roles.
User statistics
  • Insight into cumulative user statistics, such as most valued companies, regions industries and ESG indicators.
Priority support
  • Priority status in case of need for online support.
Plans & Pricing

Features & Functions

Web based, software-as-a-service, user subscription.
MonthlyAnnual - save 20%
For individual investors

One

$20

 / per user monthly, billed annually
For professionals

Pro

$64

 / per user monthly, billed annually
For financial institutions

Enterprise

$180

 / per user monthly, billed annually
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