Simplifying investment decisions
The first client-centric rating placing the end-investor at the heart of the investing experience
Behavioral finance
Turn cumbersome profiling process into valuable 1st step of the investing experience
We help financial intermediaries reimagine 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.
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
The future of client-advisor relationships will be about collaboration, purpose and the overall investing experience
Value proposition for
financial intermediaries
Encourage your client’s investments
- Improve end-investors’ confidence and engagement
- Differentiate through client-centricity and account aggregation
- Increase sales efficiency and cross-sell investment advisory
- Foster the client-advisor collaboration
Improve customer loyalty and engagement - Attract new clients
Value proposition for
your wealth management clients
Comfort their financial well-being and alignment with their personal values
- Remove the noise (personalized and rational insight)
- Simplify the investment product selection
- Easy to understand
- Improve their financial literacy
SOPIAD has been recognised as one of the world’s most innovative WealthTech companies for 2022
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.
