Keep every client’s picture clear.

More context for the conversations that move the work forward. Give your expertise a shared place to work, and help clients see what matters in the information behind their disclosures.

Every client, one overview.

See where each client stands for the period, which reviews are open and where your input is needed next.

Your clients4 clients · illustrative data
ClientPeriodRecordsReview
Example client AJul–Sep 202638 / 40In review
Example client BJul–Sep 202651 / 563 open comments
Example client CApr–Jun 202632 / 32Reviewed
Example client DJul–Sep 202612 / 44Not started

Review at the indicator level.

Go past the summary to the record itself. Ask questions where the data lives, and keep the answer with it.

Water consumption · OperationsMissing period
Sustainability adviser2 days ago

The July meter readings are missing for the second site. Can you add them before we review the quarter’s total?

Operations leadYesterday

The meter was replaced mid-month. I’ll attach both readings and a note explaining the gap.

Interface concept · illustrative data

How advisers use Impacto.

  • See where every client stands.

    Move between clients from one place, with each client’s picture clearly labelled.

  • Review the detail, not just the summary.

    Open individual indicators, check methods and sources, and flag what needs another look.

  • Keep the conversation with the data.

    Comments sit on the record they’re about, so nobody has to piece the context back together later.

  • Help clients see what matters.

    Use a shared picture to explain the information behind their disclosures and agree the next step.

A clearer view starts here.

See how Impacto could fit your organisation or advisory practice.

See Impacto in action