Simplifying investment decisions
The first client-centric rating placing the end-investor at the heart of the investing experience
How do we place the investor at the heart of the investing experience?
With client-centric solution supported by applied financial science and wealth management expertise.
Behavioral finance
Turn cumbersome profiling process into valuable 1st step of the investing experience
Portfolio management
Evaluate sustainable performance based on past & predictive analysis of funds’ outperformance and failure probabilities
Sustainable finance
Enable purpose investing by reconciling investors and products ESG related information
Value proposition for
Encourage your client’s investments
Value proposition for
Comfort their financial well-being and alignment with their personal values
SOPIAD is delighted to have been included in the WealthTech100 for 2022 and to be recognized as one of the world’s most innovative WealthTech companies that every leader in the wealth and asset management industries needs to know about in 2022
The prestigious ranking recognizes the world’s most innovative technology solution providers that address the digital transformation challenges and opportunities faced by investment firms, private banks and financial advisors.