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ESG Client Navigator

Keep every ESG engagement on track

Plan ESG projects, track owners and deadlines, and manage SFDR, CSRD, EET, and GRI readiness in one focused Mac workspace.

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ESG Client Navigator engagement overview framed in a MacBook Air with client projects, readiness progress, open actions, and priority items

Readiness at a glance

See what needs attention.

Readiness, open actions, and priority items stay visible across every client engagement.

ESG Client Navigator readiness checklist framed in a MacBook Air with status, owner, severity, target date, and notes

Every requirement

Keep owners and deadlines clear.

Track status, owner, target date, severity, and notes for each checklist item.

ESG Client Navigator template library framed in a MacBook Air with SFDR, CSRD, EET, and GRI readiness templates

Built-in frameworks

Start with the right checklist.

Choose SFDR, CSRD, EET, or GRI and reuse the right structure for each client.

ESG Client Navigator project setup framed in a MacBook Air with the project brief, regulatory framework, and target date
ESG Client Navigator icon

Download

Ready to try ESG Client Navigator?

ESG Client Navigator is available on the App Store for supported devices.

Download ESG Client Navigator on the App Store

A closer look

ESG Client Navigator, in more detail.

What it is

Plan ESG engagements, track every requirement, and see what needs attention from one focused Mac workspace. Start with SFDR, then use Navigator Pro for unlimited clients, CSRD, EET, GRI, and Gap Analysis PDF export.

Who it helps

ESG Client Navigator is designed for ESG consultants and sustainability advisors managing readiness work across clients.

  • Organize clients and ESG readiness projects
  • Work through SFDR, CSRD, EET, and GRI checklist templates
  • Track status, owners, target dates, notes, and severity
  • Review readiness and create Gap Analysis PDF reports

FAQ

Questions, answered.

Who is ESG Client Navigator for?

Built for ESG consultants and sustainability advisors who manage readiness work across clients.

How does it work?

Create a client, choose a framework, and work through the checklist. Every item can include a status, owner, target date, severity, and notes.

What is included for free?

The free workspace supports one client and the SFDR checklist.

What is included with Navigator Pro?

Navigator Pro unlocks unlimited clients, the CSRD, EET, and GRI templates, and Gap Analysis PDF export. It is a one-time EUR 49.99 purchase.

Where is workspace data stored?

Your workspace stays on your Mac. Backups and Gap Analysis PDFs are saved only where you choose.

Which platform and languages are supported?

Available on Mac in English and Arabic, with full right-to-left layout.

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