Features
Centralization of data
A single, reliable and common repository for your entire organization
Calculations
Access to a calculation library, set up your methodologies simply
Follow-up and analysis
Monitoring of customizable ESG rules by portfolio
Simulations
Portfolio simulation to see the impact on ESG indicators
Controversies
Monitoring of issuers' ESG ratings and alerts during controversies
Shareholder commitment
New!
Voting management and engagement actions
Reporting
Production of regulatory reports (SFDR, EET,...), customers and marketing
Expertise Hub
WeeFin answers your questions about ESG regulations
New!
Find all our new features in detail.
Learn more
Asset Manager
The latest industry news, updates and info.
Asset Owner
Learn how our customers are making big changes.
Wealth Manager
Learn about our story and our mission statement.
Bank (CIB)
Nouveau
We're always looking for talented people. Join our team!
Our latest case study
Benchmark of Solvency 2 transparency solutions
👉 Read it now
Resources
blog
Check out our articles and studies on sustainability and regulatory topics.
Downloadable Content
Our e-books, regulatory decryptions, and all our expert content for you.
news_line
News
Stay up to date with our latest news.
Events
Webinars, conferences, trade shows... Follow our events.
Retrospective at ESG data & Tech Briefing Event
On June 4th, the ESG Data & Tech Briefing event took place in London, and WeeFin was there!
👉 Read the article
Business
WeeFin
about
Who are we?
Discover our history and our mission.
Team
Discover the faces behind WeeFin.
Our partners
Discover Weefin partners.
Join us
Careers
We are recruiting!
We are looking
new talents to join our team.
We are recruiting!
Our team is working to make finance more sustainable... join the adventure!
👉 Discover our job offers
Request a demo
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Features
Simulation
Simulation
When making investment or divestment decisions, it's difficult to anticipate the impact on the sustainability of the portfolio.
To ensure you are following your sustainability strategy and
meeting your commitments
, use our simulation module to anticipate changes in indicators.
Request a demo
A differentiating tool to test a change in strategy
Modification
of existing portfolios
Creation
of new portfolios
Indicators tracking and alerts
Modification
of existing portfolios
WeeFin lets you simulate the impact of changes to your portfolios:
Changing the
weighting
of securities in the portfolio
Adding or deleting
portfolio holdings
Request a demo
Creation of new portfolios
You can also choose to create a
new portfolio
from scratch using the instruments in the universe and compare it to the current portfolio.
Indicators tracking and alerts
With each simulation the selected
sustainability indicators
are recalculated to assess the impact of the new allocation.
Alerts can be set to identify
negative impacts
.
Strategic feature
to help you achieve your sustainability objectives
Time-saving
In-house simulations are often time-consuming. With WeeFin you can run a new simulation in just
a few clicks
.
Overview
Visualise in advance the
impact
of a portfolio change on its sustainability.
Compliance
Once the simulation is complete, your business controls are applied to ensure the
allocation is compliant
.
blog
Our latest article publications
Read the studies and articles written by our experts to help you get a clearer picture of sustainability and regulatory issues.
Consult all our articles
Article
Retrospective at ESG data & Tech Briefing Event
On June 4th, the ESG Data & Tech Briefing event took place in London, and WeeFin was there!
13/6/2025
•
Article
Biodiversity Guide 3: Measuring biodiversity-related risks
Discover how to identify and measure biodiversity risks in your investments with our practical guide.
Louise PIETTE
22/5/2025
•
18 min
Article
Retrospective at Transition Plans & Net-Zero Pathways Event
On May 8th, WeeFin participated in the Transition Plans & Net-Zero Pathways event in London.
Cannelle FOLOPPE
19/5/2025
•
6 min
Take advantage of WeeFin solution
Contact us
Request a demo
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