Development of asset management software for the finance, insurance, and wealth management sectors, offering solutions for financial risk management, process industrialization, regulatory compliance, cost reduction, and reporting.
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Methodology: Score calculated according to 6 CSR themes (Carbon, Biodiversity, Circular Economy, Sustainable Investments, Governance, Social Impact)
Sources: Public data, CSR reports, documented initiatives, official databases
Last update: December 2025
This analysis is not yet available in English. Please see the French version.
B
The organization is among the top 20% of organizations with the most committed CSR communication, excluding the top 5%, among comparable organizations.
Leading organizations
NeoXam
B
Development of financial software for data management, investment accounting, portfolio management, and reporting.
Harvest Groupe
B
Development of digital solutions for wealth management and finance professionals, including tools for portfolio management, customer relationship management, investment strategy, and financial product distribution.
BIA Consulting
B
Management and IT systems consulting for banking, finance, and insurance sectors, including regulatory project management and asset management.
Initiatives identified among leaders
Mesurer les indicateurs de performance
“Le groupe HARVEST suit de près plusieurs indicateu...” - Harvest GroupeDévelopper des relations éthiques avec les parties prenantes
“Développer des relations éthiques avec les parties...” - Harvest GroupeOrganisation d'un webinar sur la finance durable
“neoxam organise un webinar sur la finance durable” - NeoXam50% of similar organizations communicate on CSR issues
+2745 initiatives collected from 100 similar organizations
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