Development of wealth management platforms for financial advisors, including portfolio management, client reporting, investment strategy tools, and compliance monitoring.
EmpCo Directive — September 27, 2026
We analyzed the websites of over 250,000 companies, including Alterplan's, to extract CSR initiatives and communications containing risky environmental claims.
Greenwashing risk score + your position within your sector
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Total organizations analyzedAnalysis by axis
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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: January 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
Harvest Groupe
B
Development of digital solutions for wealth management and financial professionals, including software for portfolio management, client relationship management, investment strategy, and financial product distribution.
eFront
B
Software solutions for investment and asset management, including portfolio management, risk analysis, and regulatory compliance tools.
Wizio
B
CRM software for financial advisors, brokers, and real estate agencies, automating compliance, patrimonial analysis, and client account aggregation.
Initiatives identified among leaders
Publication d'un rapport sur la transparence ESG dans les marchés privés.
“Publication d'un rapport de recherche sur la trans...” - eFrontÉtude de la taille des entreprises et leur reporting ESG.
“Analyse de la taille des entreprises du portefeuil...” - eFrontSolution digitale intégrant données DPE pour financer projets énergétiques performants
“Le groupe a développé une solution digitale **VIC ...” - Harvest Groupe65% of similar organizations communicate on CSR issues
+107 initiatives collected from 48 similar organizations
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