Enterprise Financial Solutions

PiSrc specializes in building enterprise financial tools that automate the reporting and rebalancing of funds and portfolios to manage investment risk and comply with regulatory requirements.

Financial Product Highlight

ESGflow logo

ESGflow is our enterprise product offering that merges market data and third-party research with fund investments to compute real-time ESG and sustainability metrics.  Designed to reconcile fund ESG disclosures with the impact of market volatility and portfolio manager daily activities, ESGflow provides alerts and dashboard drill-down reports to surface the impact of underlying investments on the composite ESG metrics at the portfolio, account, and strategy levels.

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Screenshot of fund-level exposures to ESG metrics.

Risk Management

Beyond fund strategies and profiles, a number of latent risks such as foreign currency exposure and ESG risks need to be separately monitored to provide real-time visibility and fund rebalancing options.  We work with financial organizations to create risk alerts, trigger analyst workflows, and integrate with internal systems to support operational goals.

Let us help manage your risk
financial risk management

Our Engagement Process

Before getting on the road, let's map our course, avoid pitfalls, and take advantage of shortcuts.  PiSrc strategy and enterprise system services brings the accumulation of past successes in enterprise application development and implementations to help you plot the right course and execute on your business vision. Let's talk about how we can achieve our goals. Here's our engagement process:

Discovery and review
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Current state
vulnerability and feature gap analysis
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Strategic POV and
technical audit
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Requirements and
technical specifications
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Future state solution architecture
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Cost estimation and
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