CSRD Reporting for Financial Advisors and Insurance Brokers
Learn how CSRD applies to financial advisors and insurance brokers, including disclosure expectations, ESG data and VSME guidance.
Essential Guides
Everything you need to know about CSRD compliance for Financial Services & Insurance
How Investment Firms Track ESG Data for CSRD
Learn how investment firms and insurance brokers can collect and manage ESG data to comply with the CSRD and support sustainable finance.
Do Financial SMEs Need to Report Financed Emissions?
Understand if financial advisors, asset managers, and insurance brokers must report financed emissions under CSRD or VSME.
Ready to Implement CSRD Reporting?
Choose the approach that fits your needs:
Manual Tracking
Use our free templates and guides.
- Free resources
- 10-15 hours/month
- Full control
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CSRD Pro
Automate tracking and save 10+ hours per month.
- Automated data collection
- Compliant reports
- Save 10+ hours/month
Consultant Support
Full-service implementation for complex needs.
- Expert guidance
- Hands-on support
- Custom solutions