PDF reports generated in <3 seconds

ESG & Sustainability
Software Development

Portfolio analysis, SDG alignment, and compliance reporting — built for how sustainability teams actually work.

10–12 weeks delivery
1000+ holdings handled
<3s report generation
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Spreadsheets weren't built
for ESG analysis

Hours compiling sustainability reports

Your analysts are pulling data from Excel, cross-referencing ISINs manually, and formatting reports by hand. Time that should go to analysis goes to data wrangling.

Legacy tools that can't scale

PowerApps prototypes worked for 10 portfolios. Now you have 100. Off-the-shelf ESG tools charge per seat and don't fit your specific methodology.

No unified view of sustainability metrics

E, S, and G scores live in different places. SDG alignment is tracked separately. Getting a complete picture requires stitching together multiple sources.

Regulations keep changing

SFDR, EU Taxonomy, TCFD — requirements evolve constantly. Your reporting tools need to adapt without rebuilding from scratch every time.

ESG platforms built for your methodology

Not another generic dashboard. Software that reflects how your team actually analyzes sustainability.

01

Portfolio ESG Dashboards

Visualize sustainability across your entire book

  • Weighted ESG scoring across E, S, and G pillars
  • Sector exposure and benchmark comparisons
  • Interactive charts with drill-down capabilities
02

SDG Alignment Analysis

Map portfolios to UN Sustainable Development Goals

  • Company-level SDG scoring
  • Aggregated portfolio SDG alignment
  • Impact metrics for sustainability reporting
03

Automated PDF Reports

Compliance-ready reports in seconds, not hours

  • Branded report templates
  • Company breakdowns and transition risk scores
  • Auto-generated in under 3 seconds
04

Portfolio Upload & Validation

From Excel to insights in minutes

  • Excel or manual ISIN-weight input
  • Automatic cross-referencing with ESG datasets
  • Validation and error handling for clean imports
05

Coverage Benchmarking

Know where your data gaps are

  • ESG data coverage analysis
  • Industry benchmarks for GHG, energy, waste
  • Gap identification for incomplete data
06

Data Integrations

Connect to your existing ESG data sources

  • MSCI, Sustainalytics, Bloomberg integrations
  • Custom data pipeline development
  • API connections to portfolio systems

Why sustainability teams
choose Oktopeak

Built around real workflows

We design with actual ESG consultants, not assumptions. Your methodology becomes the system logic — not the other way around.

FinTech & compliance experience

We've built HIPAA-compliant healthcare platforms, legal tech systems, and financial tools. We understand regulated industries and data sensitivity.

10-12 weeks to production

Fast delivery without cutting corners. We use proven patterns — Vue.js, Node.js, robust data pipelines — to ship reliable software quickly.

Frequently Asked Questions

What ESG data sources can you integrate with?

We integrate with major ESG data providers including MSCI, Sustainalytics, Bloomberg, and Refinitiv. We also build custom data pipelines for proprietary ESG datasets and can work with ISIN-based portfolio uploads from Excel or CSV files.

Can you build to specific regulatory frameworks (SFDR, EU Taxonomy)?

Yes. We build platforms aligned with SFDR disclosure requirements, EU Taxonomy classifications, TCFD reporting, and other regulatory frameworks. The system can be configured to your specific compliance needs and updated as regulations evolve.

What's the typical timeline and cost for an ESG platform?

Most ESG platforms take 10-14 weeks and range from $50,000-$90,000 depending on complexity, data integrations, and reporting requirements. We provide fixed-price quotes after a scoping session.

Can the platform handle large portfolios?

Yes. Our architecture handles portfolios with 1000+ holdings efficiently. We've built systems processing large institutional portfolios with complex ESG calculations and real-time scoring.

Do you provide ongoing support?

Every project includes 2 weeks of post-launch support. After that, monthly maintenance retainers cover bug fixes, security updates, and data pipeline maintenance. We also support adding new metrics and reports as your needs evolve.

Ready to modernize your ESG analysis?

Let's talk about what you're building and see if we're a good fit.

30-minute call · No commitment · We'll share relevant examples