Pricing
With Datia, you can pick and choose the modules that will better support your sustainable finance strategy and workflow. Find below some examples of how you can create your own sustainable finance data and software solution using Datia's flexible modules.
Example package
ESG Assessment
For teams monitoring sustainability risks and crafting sustainability reports for stakeholders.
Recommended for all financial products, including those following SFDR's Article 6 guidelines.
Recommended for all financial products, including those following SFDR's Article 6 guidelines.
€7,500
Starting yearly subscription
Contribution to SDGs
ESG metrics
Basic Export
Portfolios' sustainability report
Data Structure & Integrations
ISIN to issuer mapping
Fund-of-fund look through
Weekly data improvements and updates
Bring your own sustainability data to Datia's software
Portfolio integration (FTP and API)
Support
Most popular
Example package
SFDR
For teams managing financial products that promote environmental or social characteristics.
Recommended for financial products following SFDR's Article 8 guidelines.
Recommended for financial products following SFDR's Article 8 guidelines.
€10,000
Starting yearly subscription
Everything in ESG, plus:
SFDR's PAIs
EET Builder
Advanced Exports
Principal Adverse Impact Statement (portfolio and entity levels) in multiple languages
European ESG Template (EET) files ready to download
Data Structure & Integrations
Library of 250,000+ EET files of funds
Example package
SFDR+
For teams working closely with sustainability topics. That includes, for example, having a minimum percentage of sustainable investments.
Recommended for financial products following SFDR's Article 8 and 9 guidelines.
Recommended for financial products following SFDR's Article 8 and 9 guidelines.
€17,000
Starting yearly subscription
Everything in SFDR, plus:
Temperature Score
Sustainable Investments
EU Taxonomy
Example package
Wealth Advisory
Recommended for teams supporting end-clients with their sustainability preferences.
To screen assets, wealth advisors need PAI indicators, EU Taxonomy, and a methodology for sustainable investments.
The team also needs to create and share sustainability reports for each portfolio.
The team also needs to create and share sustainability reports for each portfolio.
€11,500
Starting yearly subscription
SFDR's PAIs
Sustainable Investments
EU Taxonomy
Advanced Exports
Everything in SFDR, plus:
End-client sustainability report
Data Structure & Integrations
Everything in ESG, plus:
Integration with portfolio management systems
Support
All subscription prices are in EUR and billed yearly.
Full feature comparison
Modules
Example package
ESG Assessment
Example package
SFDR
Example package
SFDR+
Example package
Wealth Advisory
ESG
Portfolio and companies' ESG scores | | | |  |
Comparison of portfolios' ESG scores with indexes and funds of your choice | | | | |
Comparison of companies' ESG scores with industry average | | | | |
Controversial business involvements filtered by revenue | | | | |
Companies involved with sanctioned nations | | | | |
ESG data for +50 KPIs | | | | |
List of companies in your portfolio that are UNGC Signatories | | | | |